Roger Wohlner

Roger is a financial and business writer who brings his extensive experience as a financial advisor to his writing. His background and experience provide his clients with a unique perspective that most financial writers just can’t offer.

Whether you are a financial services company or asset manager seeking an experienced writer to help you reach your target market, a financial site looking for another financial contributor, a financial advisor who would like to write but can’t carve out the time, Roger can help. He writes blog posts, articles, whitepapers, content for newsletters and email campaigns as well as marketing copy. One of Roger’s specialties is ghostwriting for financial advisors.

Roger is fluent on a wide range of topics including:

• Financial planning
• Investments
• Business banking and credit
• Business finance
• Retirement planning
• Mutual funds
• ETFs
• 401(k) plans, pensions and other employer sponsored retirement plans
• Planning issues for Baby Boomers, Millennials and Gen X
• Content geared for financial advisors and retirement plan sponsors

Roger’s work has been featured on Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, The Motley Fool, Money.com and numerous other sites. His financial services clients include various banks, asset managers, insurance companies and financial advisors.

Roger continues to contribute to his popular finance blog The Chicago Financial Planner. You can follow Roger on Twitter @rwohlner or on LinkedIn.

Recent Articles By The Author

What Is a Self-Directed IRA?

What Is a Self-Directed IRA?

Self-directed IRAs allow account holders to invest in alternative assets such as real estate, gold, and hedge funds.

How to Diversify Your Investment Portfolio

How to Diversify Your Investment Portfolio

Diversification means not putting all of your eggs in one basket. Holding a variety of investments spreads out exposure and helps minimize risk.

What Is a Stock Index? Definition and Example

What Is a Stock Index? Definition and Example

Stock indexes are an aggregated measurement of the underlying stocks that comprise the index.

What Is a Defensive Stock? Definition and Examples

What Is a Defensive Stock? Definition and Examples

Defensive stocks tend to reflect companies whose businesses are relatively immune from changes in economic conditions. These companies offer products and services that are needed in all economic conditions.

What Is Zero-Based Budgeting? Definition and Example

What Is Zero-Based Budgeting? Definition and Example

The concept behind zero-based budgeting is to have managers justify what they are spending and to minimize costs.

How to Start a Business With No Money

How to Start a Business With No Money

You have a great idea, but no money. Here are some ways to start a business with little or no money of your own.

What Is Comprehensive Insurance and What Does It Cover?

What Is Comprehensive Insurance and What Does It Cover?

Comprehensive auto insurance is a policy that covers the insured vehicle if it is stolen or damaged in an incident that isn't a collision.

What Is Voluntary Life Insurance and How Does It Work?

What Is Voluntary Life Insurance and How Does It Work?

Voluntary life insurance is be a great benefit for employees who might otherwise be unable to purchase life insurance privately due to a medical condition.

Roth IRAs for Kids: Facts, Benefits, and Eligibility

Roth IRAs for Kids: Facts, Benefits, and Eligibility

A Roth IRA can be an ideal investment for children, providing a good start for their future savings habits.

Dividend Investing: What Is It and How Does It Work?

Dividend Investing: What Is It and How Does It Work?

There are several reasons to consider investing in dividend stocks. Dividend investing can provide investors with a steady source of income and price appreciation.