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 Backdoor Roth IRA?

What Is a Backdoor Roth IRA?

A backdoor Roth IRA can be an option for those who earn too much, but still want to reap the benefits of a Roth IRA.

What Is Earnest Money and How Much Do You Need?

What Is Earnest Money and How Much Do You Need?

Earnest money is a deposit on a home that allows the buyer time to secure financing and to have the home inspected.

What Is an E-Check and How Does It Work?

What Is an E-Check and How Does It Work?

An e-check an electronic payment from a checking account. It's faster than mailing a paper check, but still leaves a record of payment.

What Is Operating Margin? Definition and Example

What Is Operating Margin? Definition and Example

Operating margin is the profit that a company makes from the sales of its product after deducting costs of production. Here's how it's calculated.

What Is Dollar-Cost Averaging and How Does It Work?

What Is Dollar-Cost Averaging and How Does It Work?

The average saver is better off not trying to time the market. Dollar cost averaging is a strategy in which you make investments of the same dollar amount at regular intervals, keeping the emotions out of the process.

How to Retire Early in 7 Steps

How to Retire Early in 7 Steps

If you're thinking about early retirement, it's important to understand what this means to you and to have a plan to make it happen.

What Is Mortgage Insurance and How Does It Work?

What Is Mortgage Insurance and How Does It Work?

If you get an FHA mortgage or put less than 20% down on a home, you might have to pay mortgage insurance. Here's how it works.

How to Get the Best Mortgage Rate in 2019

How to Get the Best Mortgage Rate in 2019

Your credit score, down payment and price of the home you're purchasing can affect your mortgage rate. Here are some tips for getting the lowest rate.

What Is an Installment Loan? Definition and Examples

What Is an Installment Loan? Definition and Examples

An installment loan is paid back in fixed installments over a fixed time. These loans are often used to purchase items that consumers cannot afford to pay for outright.

What Is a Solo 401(k) and How Much Can You Contribute?

What Is a Solo 401(k) and How Much Can You Contribute?

A solo 401(k) plan is designed for those who are self-employed. These accounts are easy to open and fund, and they have high contribution limits.