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Roger Wohlner

Articles From This Author

Gold Blasts Past US$2,000 Level As Traders Rush Into Gold-backed ETFs As Hedge Against Global Uncertainties
Financial Advisor Center

Answering Client Questions About Investing in Gold

By Roger Wohlner
Jan 8, 2021 7:00 AM EST
Tables cordoned off at a restaurant as part of social-distancing rules. Photo: K.Y. Cheng
Financial Advisor Center

PPP Forgiveness: What Business Owners Need to Know

By Roger Wohlner
Jan 6, 2021 7:00 AM EST
2. Financial Advisor
Financial Advisor Center

Business Trends for Financial Advisors to Watch in 2021

By Roger Wohlner
Jan 19, 2021 8:52 AM EST
Ballpark Calculations Should Not Be Used in Retirement Income Plan
Financial Advisor Center

How Advisers Can Help Clients Navigate IRA Contributions After 70½

By Roger Wohlner
Dec 28, 2020 7:00 AM EST
Types of Tax Preparers
Financial Advisor Center

Income and Estate Tax Changes Advisers Need to Know for 2021

By Roger Wohlner
Dec 21, 2020 7:00 AM EST
What Does Your Tax Pro Need to Prepare Your Return? A 2015 Guide
Financial Advisor Center

Business Planning for Financial Advisory Firms

By Roger Wohlner
Dec 16, 2020 7:00 AM EST
7 best tips to lower your tax bill
Financial Advisor Center

Looking at Your Financial Advisory Firm as a Business

By Roger Wohlner
Dec 14, 2020 7:00 AM EST
Retirement Advice - It's Actually Better to Work Longer Than To Save More
Financial Advisor Center

Inheritance Planning Strategies for Advisers and Clients

By Roger Wohlner
Dec 7, 2020 7:00 AM EST
Markets Defensive as Wall Street Waits on Health Care Reform
Financial Advisor Center

Disability Insurance: Planning for a More Secure Future

By Roger Wohlner
Dec 2, 2020 7:00 AM EST
Financial Advisor
Financial Advisor Center

Year-End Planning Issues for Investors and Advisers

By Roger Wohlner
Nov 30, 2020 7:00 AM EST
Under Joe Biden, US And China Could Work Together On Covid-19, Climate Change, Analysts Say
Financial Advisor Center

Financial Planning Under the Biden Administration

By Roger Wohlner
Nov 23, 2020 7:00 AM EST
Are the People Running Your 401(k) Putting Your Interests First?
Financial Advisor Center

Employees’ 401(k) Options When Leaving Their Job

By Roger Wohlner
Nov 18, 2020 7:00 AM EST
What Is an Annuity and How Does It Work?
Financial Advisor Center

Advisers Can Help Retirement Savers Navigate Annuities

By Roger Wohlner
Nov 16, 2020 7:00 AM EST
Learn the possible impacts on your taxes of an early withdrawal from your 401(k).
Financial Advisor Center

Advisers Can Help Clients Become 401(k) Millionaires

By Roger Wohlner
Nov 11, 2020 7:00 AM EST
college fall mask student sh
Financial Advisor Center

How has COVID-19 Changed Financial Planning?

By Roger Wohlner
Nov 9, 2020 7:00 AM EST
Breaking Down President Trump's Changes to the Fiduciary Rule
Financial Advisor Center

Why Investors Should Choose an Adviser who Is a Fiduciary

By Roger Wohlner
Nov 6, 2020 7:00 AM EST
Tax Efficiency: ETF vs Mutual Fund
Financial Advisor Center

Do QCDs Still Make Sense in 2020?

By Roger Wohlner
Nov 4, 2020 7:00 AM EST
Is Your Financial Adviser Really a Salesperson?
Financial Advisor Center

Advisers: Explaining Fee-Only Compensation

By Roger Wohlner
Nov 2, 2020 7:00 AM EST
Who Is Winning the Grocery Delivery Race? Surprise, It's Not Amazon
Financial Advisor Center

Financial Advisers Still Need to Keep a Sharp Eye on Inflation

By Roger Wohlner
Oct 30, 2020 7:00 AM EDT
Social Security Lead
Financial Advisor Center

Advisers Can Help With When to Claim Social Security

By Roger Wohlner
Oct 28, 2020 7:00 AM EDT
Should US Democratic presidential candidate Joe Biden win election, one analyst said, China might
Financial Advisor Center

What Biden’s 401(k) Tax Plan Could Mean for Investors

By Roger Wohlner
Oct 26, 2020 7:00 AM EDT
Former Apple CEO: This Is Why I Am Making a Huge Bet on Healthcare
Financial Advisor Center

The HSA as Another Retirement Plan Option

By Roger Wohlner
Oct 21, 2020 6:00 AM EDT
Medicare vs. Medicaid: Differences and Costs
Financial Advisor Center

How Financial Advisers Can Help With Medicare Open Enrollment

By Roger Wohlner
Oct 19, 2020 7:00 AM EDT
Extending Maternity Leave Benefits in the EU Despite Legislative Stalls
Financial Advisor Center

Helping Employees Prepare for Open Enrollment

By Roger Wohlner
Oct 16, 2020 7:00 AM EDT
What Is a College 529 Plan?
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529 Plans: Understanding Changes to Help with College Funding

By Roger Wohlner
Oct 12, 2020 1:34 PM EDT
Tax Time Gains and Losses: Calculating Your Investment Portfolio Results
Financial Advisor Center
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Using Appreciated Securities for Charitable Giving

By Roger Wohlner
Oct 9, 2020 7:00 AM EDT
3 Lessons For Financial Advisors
Financial Advisor Center

Planning Strategies for Single Savers

By Roger Wohlner
Oct 7, 2020 7:00 AM EDT
The Idea of Balance
Financial Advisor Center

How Advisers Can Help Investors Understand Asset Allocation

By Roger Wohlner
Oct 5, 2020 7:00 AM EDT
Tax Time Gains and Losses: Calculating Your Investment Portfolio Results
Financial Advisor Center

Advisers Can Help With Effective Tax Planning

By Roger Wohlner
Sep 28, 2020 7:00 AM EDT
What Advice Would You Give to People Who Want to Become an Influencer?
Financial Advisor Center

Helping Investors Understand an Adviser’s Value

By Roger Wohlner
Sep 25, 2020 7:00 AM EDT
9. Fiat currency is "fake"
Financial Advisor Center

How Advisers Can Help Investors Manage Short-Term Cash Needs

By Roger Wohlner
Sep 21, 2020 7:00 AM EDT
How to Choose the Right Robo Advisor for Your Retirement
Financial Advisor Center

How Financial Advisers can Work With Robo-Advisers

By Roger Wohlner
Sep 18, 2020 7:00 AM EDT
Risk Lead
Financial Advisor Center

For Advisers: Assessing Risk Tolerance

By Roger Wohlner
Sep 16, 2020 7:00 AM EDT
As Americans Blanch at Estate Planning, Financial Advisors Need to Spur Clients to Action
Financial Advisor Center

Financial Advisers Also Are Client Behavior Coaches

By Roger Wohlner
Sep 14, 2020 7:00 AM EDT
16 family milestones sh
Financial Advisor Center

How Financial Advisers Can Be Ready for the Next Generation

By Roger Wohlner
Sep 10, 2020 7:00 AM EDT
Fresh Facts for Freelancers Funding Their Retirement Accounts
Financial Advisor Center

Small Business Retirement Plans and the SECURE Act

By Roger Wohlner
Sep 8, 2020 7:00 AM EDT
College Students with masks
Financial Advisor Center

How Advisers can Help Clients Build College Funds

By Roger Wohlner
Sep 4, 2020 7:00 AM EDT
Why Investors Should Consider ESG ETFs
Financial Advisor Center

How Advisers Can Help Clients Integrate ESG Factors

By Roger Wohlner
Aug 31, 2020 7:00 AM EDT
5. Remain On Your Parents' Health Insurance Plan
Financial Advisor Center

How Financial Advisers Can Help Widows and Widowers

By Roger Wohlner
Aug 21, 2020 7:00 AM EDT
What Is a Tax Advisor and How Do You Choose One?
Financial Advisor Center

Tax-Loss Harvesting Is a Tool for all Seasons

By Roger Wohlner
Aug 19, 2020 7:00 AM EDT
Advisers: Spring's a Great Time to Evaluate Your Practice
Financial Advisor Center

How Financial Advisers can Help Couples Navigate Divorce

By Roger Wohlner
Aug 18, 2020 5:20 PM EDT
Stock Market Lead
Financial Advisor Center

Explaining the Benefits of Investment Diversification

By Roger Wohlner
Aug 12, 2020 7:00 AM EDT
4. Tax Manager
Financial Advisor Center

Charitable Giving Options for 2020

By Roger Wohlner
Aug 10, 2020 7:00 AM EDT
How to Get the Most Severance Out of Layoffs at Your Office
Financial Advisor Center

Financial Planning for Folks Who Lose Their Jobs in Their ‘50s

By Roger Wohlner
Aug 7, 2020 7:00 AM EDT
How to File Your Taxes Online
Financial Advisor Center

Advising Investors with Concentrated Stock Positions

By Roger Wohlner
Aug 5, 2020 7:00 AM EDT
interview, job, finances
Financial Advisor Center

Estate Planning Is not Just for the Wealthy

By Roger Wohlner
Aug 3, 2020 7:00 AM EDT
Use of Contract Workers Increasing in On-Demand Economy
Financial Advisor Center

Advisers can Help With Restricted Stock Units

By Roger Wohlner
Jul 31, 2020 7:00 AM EDT
Here Is Why Small Businesses Aren't Prepared for Financial Downturns
Financial Advisor Center

SEP-IRA or Solo 401(k): Which is Better for Self-Employed?

By Roger Wohlner
Jul 27, 2020 11:19 AM EDT
Volatility
Financial Advisor Center

Mid-Year Financial Reviews for Advisers and Clients

By Roger Wohlner
Jul 24, 2020 7:00 AM EDT
Is Your Financial Advisor Worth What You Pay?
Financial Advisor Center

Why Advisers Should Communicate with Clients’ Adult Children

By Roger Wohlner
Jul 22, 2020 7:00 AM EDT