Roger Wohlner

Copywriter, Ghostwriter, Writer

I'm a freelance finance writer, finance blogger and financial advisor. I use my business and financial background to help communicate complex business and financial topics in an engaging and easy-to-understand fashion. Avid Green Bay Packers fan.

Roger Wohlner is a freelance financial writer. His work has been featured on Investopedia, Yahoo Finance, Go Banking Rates and other publications. Additionally, Roger writes extensively for various financial services firms, asset managers and other financial advisors.
Content Types
Article, Blog Post, Ebook, Guide, Whitepaper, Website Copy
More Information
Marquette University, MBA
University of Wisconsin-Oshkosh, BBA-Finance
Chicago, IL, USA|English

Published Content

What Is High Frequency Trading and How Does It Work?
August 19th, 2019
What Is an E-Check and How Does It Work?
July 31st, 2019
What Is a Backdoor Roth IRA?
August 13th, 2019
What Is Earnest Money and How Much Do You Need?
'Tis The Season For the Pros and Cons of Annual Tax-Loss Harvesting
May 16th, 2019
5 Things You Need to Know About Index Funds
June 16th, 2019
Fee-Only Financial Advisors: What You Need to Know
June 25th, 2019
How Much You Should Have in Your Retirement Fund at Every Age
August 3rd, 2019
25 Things You Should Never Do With Your Money
August 2nd, 2019
How to Evaluate a Robo-Advisor
May 3rd, 2019
Is An Online Financial Advisor Right For You?
May 9th, 2019
Are ETFs a Good Fit for 401(k) Plans?
May 18th, 2019
Yield vs. Total Return: What's the Difference?
May 26th, 2019
Inherited IRA and 401(k) Rules: Don't Run Afoul
May 17th, 2019
What's the Right Benchmark for Your ETF Investments?
May 23rd, 2019
What You Need to Know About Closed-End Funds — MagnifyMoney
March 25th, 2019
What Is a SEP IRA and How Much Can You Contribute?

The Simplified Employee Pension, or SEP IRA, is a retirement option for self-employed or small-business owners. It is easy to open and requires minimal paperwork compared to other types of business retirement plans.

April 1st, 2019
Disability Insurance: Definition, Why You Need It and How to Get It

Disability insurance should be a key part of your overall financial planning. Insurance is designed to cover losses that are too big to cover with your own out-of-pocket funds. Life insurance provides a benefit to your beneficiaries should you die. Health insurance covers the cost of medical care should you or your family need it. No less important is disability insurance that covers lost income in the event that you are unable to work due to a disabling injury or illness.

March 22nd, 2019
6 Tools for Stock Trading and Analysis
February 8th, 2019
Want to Retire Early? Here’s How
February 4th, 2019
7 Things to Consider When Choosing a Robo-Advisor — Besides Performance
February 7th, 2019
What Does the Net Asset Value (NAV) of a Fund Mean?
February 12th, 2019
Understanding Small-Cap Stocks
February 13th, 2019
Here's a Simple Guide to Understanding What Asset Allocation Is
February 14th, 2019
Could a Custodial Account Benefit Your Child?
February 14th, 2019
What to Consider Before You Exercise Employee Stock Options
February 15th, 2019
Stocks vs. Options: Discover Which May Work Best For You
February 15th, 2019
Top 7 Characteristics of the Best Mutual Funds
April 26th, 2016
Financial Planning
December 12th, 2013
Social Security: To Delay or Not to Delay?
December 7th, 2018
15 Hidden Fees to Watch Out for in Retirement
May 23rd, 2018
15 Big 401k Questions to Ask Your Employer
November 15th, 2017
What Type Of Person Needs A Financial Advisor?
December 11th, 2018
Closing in on Retirement? Read These Tips
December 11th, 2018
Robo-Advisors Face First Market Downturn Test
December 10th, 2018
Advice for family wealth transfers

Money conversations between parents and adult children are difficult at best. Issues such as investments, retirement planning, estate planning wishes, and elder care are never easy. A study by Fidelity Investments entitled, Intra-Family Generational Finance Study, highlights some of the key issues involved.

November 5th, 2018
How to Master Your 401k in Your 30s
June 19th, 2016
6 Times When Your Debit Card Is Better Than Your Credit Card
November 22nd, 2016
Blog Post
The Importance of Business Planning for Freelance Writers
April 3rd, 2018
Business Entity Forms for Your Freelance Writing Business
April 12th, 2018
Accounting and Record-Keeping Issues for Freelance Writers
April 19th, 2018
The Freelance Writer's Guide to Taxes
March 27th, 2018
The Freelance Writer's Guide to Taxes
March 27th, 2018
Top Tips for Annual Client Financial Reviews

One of the best things that financial advisors can provide to clients is an annual review of their financial situation. While this may seem intuitive, not all advisors do it. These sessions are beneficial for both the client and the financial advisor. While, ideally, there is ongoing communication all year long, a face-to-face meeting devoted to discussing where the client is and what might have changed over the past 12 months can lead to a much more in-depth conversation than a quick email or phone call.

May 2nd, 2018
Blog Post
Retirement Plan Options for Freelance Writers

Freelance writers and all self-employed people need to save for their retirement. When you are employed by a company, usually there is a retirement plan such as a 401(k). Freelance writers don’t have this option and need to start their own retirement plan to ensure they have something accumulated for their golden years. Here are some retirement plan options for freelance writers to consider.

April 24th, 2018
Blog Post
What Freelancers Need to Know About the New Tax Law

Tax reform legislation enacted at the end of 2017 reflects the most sweeping change in the tax code in several decades. We will discuss some of the key provisions that will impact many of you regardless of what you do for a living, as well as how some of these aspects of the new laws might impact you as a freelancer.

April 30th, 2018
How Much House Can I Afford?
March 27th, 2018
How to Compare Socially Responsible Investing Solutions
December 12th, 2017
FHA vs. Conventional Loans in Plain English

Potential homebuyers with credit problems, low income or not much saved for a down payment may have trouble finding a home loan. For those borrowers, an FHA-insured loan might be a good solution. Here's what you should know if you're weighing whether a conventional or FHA mortgage is the best way to go.

March 9th, 2018
Stock Buybacks: A Good Thing or Not?
January 16th, 2018
© ClearVoice, Inc.