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Roger Wohlner

Roger Wohlner

Roger is a financial and business writer who brings his extensive experience as a financial advisor to his writing. He writes on a full range of financial planning related topics including all aspects of personal and business insurance. His experience as a financial advisor includes helping clients evaluate their personal insurance needs and in some cases helping them obtain the coverage needed.

Prior to working as a financial writer and advisor, Roger held a number of corporate financial positions with several companies.

Roger’s work has been featured on TheStreet, Investopedia, Morningstar Magazine, Go Banking Rates, US News & World Report, Yahoo! Finance, Investor Junkie, and numerous other sites. He also ghostwrites for a number of financial services firms as well as for financial advisors.

Roger earned his bachelor’s degree in business with an emphasis in finance from the University of Wisconsin-Oshkosh and his MBA degree from Marquette University.

My blog: The Chicago Financial Planner

Articles by Roger Wohlner

Open Enrollment Medicare

Open Enrollment Medicare 2024: Period, Advantages, Options

The annual Medicare Open Enrollment period is a time for those already covered by Medicare to evaluate their current coverage and make any changes needed for the upcoming year.

Real Estate vs. Stocks

Real Estate vs. Stocks: Which Will Get You the Best Return?

Real estate and stocks each have their pros and cons as investments—from income to capital appreciation to taxes. Here’s what to consider when deciding whether to invest in either or both.

Best Index Funds with Low Expense Ratios

Best Index Funds with Low Expense Ratios

Index funds offer a low cost way to invest and an easy way to diversify your portfolio among different investment styles.

income investing

What is Income Investing?

Income investing is a means for investors to generate ongoing income and cash flow from all or a portion of their investment portfolio.

HELOC on investment property

HELOC on Investment Property: A Good Idea?

A HELOC against the equity in an investment property can be a solid way to cover costs relating to repairs and improvements to the property, but it can be more difficult to obtain than a HELOC on a personal residence.

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