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.
Categories
Content Types
Article, Blog Post, Ebook, Guide, Whitepaper, Website Copy
More Information
Marquette University, MBA
University of Wisconsin-Oshkosh, BBA-Finance
Chicago, IL|English
Publications

Published Content

259
The Importance of Business Planning for Freelance Writers
clearvoice.com
The Importance of Business Planning for Freelance Writers
April, 3 2018
Business Entity Forms for Your Freelance Writing Business
clearvoice.com
Business Entity Forms for Your Freelance Writing Business
April, 12 2018
Accounting and Record-Keeping Issues for Freelance Writers
clearvoice.com
Accounting and Record-Keeping Issues for Freelance Writers
April, 19 2018
The Freelance Writer's Guide to Taxes
clearvoice.com
The Freelance Writer's Guide to Taxes
March, 27 2018
The Freelance Writer's Guide to Taxes
clearvoice.com
The Freelance Writer's Guide to Taxes
March, 27 2018
Top Tips for Annual Client Financial Reviews
investopedia.comArticle
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, 2 2018
Retirement Plan Options for Freelance Writers
clearvoice.comBlog 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, 24 2018
What Freelancers Need to Know About the New Tax Law
clearvoice.comBlog 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, 30 2018
How Much House Can I Afford?
finance.yahoo.comArticle
How Much House Can I Afford?
March, 27 2018
How to Compare Socially Responsible Investing Solutions
betterment.comArticle
How to Compare Socially Responsible Investing Solutions
December, 12 2017
FHA vs. Conventional Loans in Plain English
loans.usnews.comArticle
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, 9 2018
Stock Buybacks: A Good Thing or Not?
investopedia.comArticle
Stock Buybacks: A Good Thing or Not?
January, 16 2018
30 Greatest Threats to Your Retirement
gobankingrates.comArticle
30 Greatest Threats to Your Retirement
November, 15 2017
Incorporating ESG As Equals
finance.yahoo.comArticle
Incorporating ESG As Equals
August, 15 2017
Business Entity Forms for Your Freelance Writing Business
clearvoice.comArticle
Business Entity Forms for Your Freelance Writing Business
August, 1 2017
Accounting and Record-Keeping Issues for Freelance Writers
clearvoice.comArticle
Accounting and Record-Keeping Issues for Freelance Writers
July, 25 2017
The Importance of Business Planning for Freelance Writers
clearvoice.comArticle
The Importance of Business Planning for Freelance Writers
July, 18 2017
SoFi Review 2018 – A One-Stop Shop for Refinancing and Borrowing
investorjunkie.comArticle
SoFi Review 2018 – A One-Stop Shop for Refinancing and Borrowing
November, 29 2017
A Backdoor Roth IRA Method If You Make Too Much Money
investorjunkie.comArticle
A Backdoor Roth IRA Method If You Make Too Much Money
November, 7 2017
The Freelance Writer’s Guide to Taxes
clearvoice.comArticle
The Freelance Writer’s Guide to Taxes
March, 1 2017
6 Questions to Ask Before Hiring a Financial Advisor
fool.comArticle
6 Questions to Ask Before Hiring a Financial Advisor
March, 19 2016
10 Hidden Fees to Watch Out for in Retirement
gobankingrates.comArticle
10 Hidden Fees to Watch Out for in Retirement
November, 14 2017
Warren Buffett’s Best Performing Stocks of 2016
gobankingrates.comArticle
Warren Buffett’s Best Performing Stocks of 2016
December, 2 2016
The Most Anticipated IPOs of 2017
gobankingrates.comArticle
The Most Anticipated IPOs of 2017
February, 3 2017
8 Year-End Moves to Make to Protect Your Retirement
gobankingrates.comArticle
8 Year-End Moves to Make to Protect Your Retirement
October, 10 2016
What $1,000 Invested in These Stocks 10 Years Ago Is Worth Today
gobankingrates.comArticle
What $1,000 Invested in These Stocks 10 Years Ago Is Worth Today
September, 18 2017
25 Investing Myths Debunked
gobankingrates.comArticle
25 Investing Myths Debunked
September, 16 2017
Can You Avoid Minimum Distributions if You’re Still Working?
investorjunkie.comArticle
Can You Avoid Minimum Distributions if You’re Still Working?
August, 16 2016
How to Help Female Clients Retire Successfully
investopedia.comArticle
How to Help Female Clients Retire Successfully
August, 10 2016
7 Big Social Security and Medicare Myths
investopedia.comArticle
7 Big Social Security and Medicare Myths
July, 31 2016
20 Best-Performing Tech Stocks in the Past Decade
gobankingrates.comArticle
20 Best-Performing Tech Stocks in the Past Decade
July, 31 2016
How Much You Should Have in Your Retirement Fund at Every Age
gobankingrates.comArticle
How Much You Should Have in Your Retirement Fund at Every Age
January, 3 2018
Helping Clients Avoid Retirement Landmines
investopedia.comArticle
Helping Clients Avoid Retirement Landmines
July, 22 2016
Why You Should Plan on Working Until You Die
gobankingrates.comArticle
Why You Should Plan on Working Until You Die
July, 20 2016
21 Things You Should Never Do With Your Money
gobankingrates.comArticle
21 Things You Should Never Do With Your Money
January, 9 2018
10 Signs Your Children Will Have to Take Care of You in Retirement
gobankingrates.comArticle
10 Signs Your Children Will Have to Take Care of You in Retirement
April, 17 2017
13 Ways to Increase Your 401k
gobankingrates.comArticle
13 Ways to Increase Your 401k
January, 25 2017
Are Dividend Stocks a Good Substitute for Bonds?
investopedia.comArticle
Are Dividend Stocks a Good Substitute for Bonds?
February, 1 2016
20 Things to Do in a Falling Stock Market
gobankingrates.comArticle
20 Things to Do in a Falling Stock Market
February, 17 2018
Taxes on Retirement Assets: How to Pay Less
investopedia.comArticle
Taxes on Retirement Assets: How to Pay Less
March, 13 2017
8 Things Not to Do in Retirement
gobankingrates.comArticle
8 Things Not to Do in Retirement
October, 13 2015
Estate Planning Lessons from Celebrity Deaths
thechicagofinancialplanner.comArticle
Estate Planning Lessons from Celebrity Deaths
August, 14 2014
3 Misunderstood Aspects of Social Security Benefits
thechicagofinancialplanner.comArticle
3 Misunderstood Aspects of Social Security Benefits
August, 11 2014
6 Signs of a Good 401(k) Plan
thechicagofinancialplanner.comArticle
6 Signs of a Good 401(k) Plan
August, 7 2014
New Money Market Rules – How Will They Impact You?
thechicagofinancialplanner.comArticle
New Money Market Rules – How Will They Impact You?
July, 30 2014
5 Reasons Investors Use ETFs
thechicagofinancialplanner.comArticle
5 Reasons Investors Use ETFs
July, 26 2014
Buying Life Insurance – 5 Questions to Ask
thechicagofinancialplanner.comArticle
Buying Life Insurance – 5 Questions to Ask
July, 23 2014
Money Conversations – Caring for Aging Parents
thechicagofinancialplanner.comArticle
Money Conversations – Caring for Aging Parents
July, 20 2014
Required Minimum Distributions – 7 Things You Need to Know
thechicagofinancialplanner.comArticle
Required Minimum Distributions – 7 Things You Need to Know
December, 6 2017
Family Financial Conversations
thechicagofinancialplanner.comArticle
Family Financial Conversations
July, 11 2014
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