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Media Database Roger Wohlner

Roger Wohlner
rwohlner

11786 followers

Chicago, IL

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

Topics
advisors, chicago, finance, financial, financial advisors, financial planners, financial planning, investing, money, personal finance
Recent articles
4 Ways Advisors Help Clients Manage RMDs
Apr 15, 2026
thinkadvisor.com
What Clients Should Know About Buying a Second Home
Mar 24, 2026
thinkadvisor.com
Should Your Client Relocate in Retirement?
Mar 18, 2026
thinkadvisor.com
Retirement Before Medicare: How to Pay for Health Costs Until Age 65
Mar 13, 2026
thinkadvisor.com
Retirement Planning After a Late-Career Layoff
Feb 18, 2026
thinkadvisor.com
Don't Let Clients Miss These 7 Tax Benefits in 2026
Feb 03, 2026
thinkadvisor.com
Watch Out for These 6 Tax Traps in 2026
Jan 20, 2026
thinkadvisor.com
FAQ: How Roth Conversions Affect RMDs and Estate Planning
Dec 23, 2025
thinkadvisor.com
FAQ: How to Plan for Inherited IRAs
Dec 23, 2025
thinkadvisor.com
FAQ: Does Your Client Know These 2025 Tax Deadlines?
Dec 18, 2025
thinkadvisor.com

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