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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

What Is a Self-Directed IRA

What Is a Self-Directed IRA (SDIRA)?

A self-directed IRA (SDIRA) is a retirement account that offers investors the chance to hold a variety of alternative investments inside of their IRA.

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.

portfolio diversification

Portfolio Diversification Explained: Definition, Importance, Strategy

Investment diversification is a way to mitigate investment risk while gaining exposure to several different asset classes or market sectors.

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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