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Media Database T time.com Roger Wohlner

Roger Wohlner
rwohlner

11849 followers

Chicago, IL

Financial writer for financial advisors, investment managers and financial sites. Veteran financial advisor. Based in Chicago's NW Suburbs. Packer fan.

Publications:
Topics
advisors, chicago, finance, financial, financial advisors, financial planners, financial planning, investing, money, personal finance
Recent articles
Should These Clients Buy an Annuity? Two Case Studies
Jun 20, 2025
thinkadvisor.com
How to Make the Most of RMDs
May 29, 2025
thinkadvisor.com
How Roth Conversions Fit Into 2025 Planning
May 19, 2025
thinkadvisor.com
How Clients Can Maximize College Financial Aid
May 06, 2025
thinkadvisor.com
Estate Planning for Super-Longevity
Apr 22, 2025
thinkadvisor.com
Living Past 90: How to Play the Long Game on Retirement, Tax Planning
Mar 26, 2025
thinkadvisor.com
8 Overlooked Tax Deductions and Credits
Mar 13, 2025
thinkadvisor.com
How Should Your Client Invest Their Bonus in 2025?
Feb 28, 2025
thinkadvisor.com
What Trump’s Tax Policies Could Mean for Clients
Feb 20, 2025
thinkadvisor.com
Crypto and Your Clients: New Funds, More Demand, Still Lots of Risk
Feb 03, 2025
thinkadvisor.com

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