Profile

Cover photo
Roger Wohlner
Works at Asset Strategy Consultants
Attended Marquette University
Lived in Arlington Heights, IL
1,140 followers|322,884 views
AboutPostsPhotosVideos

Stream

Roger Wohlner

Shared publicly  - 
 
A recent piece I wrote for Investopedia.
Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
My latest for Investopedia
Vanguard is set to roll out a muni bond ETF, the firm's first.
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
The question of delaying retirement may arise as you get closer to your “goal year” of when you want to retire. For some individuals’ fortunate enough to be covered under a company or state pension, it can be tempting to retire as soon as possible and collect the pension benefit. The same may be true for folks wanting to start taking Social Security at age 62. Before making the decision to retire or retire early an individual should consider the ...
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
My latest for Investopedia.
Essential tips for tackling family wealth transfers.
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
Please check out my latest blog post.
1
Add a comment...
Have him in circles
1,140 people
Cagate humor's profile photo
bota lasheen's profile photo
Dylan Adams's profile photo
Karen Matingou's profile photo
Hazel McHugh's profile photo
Jeffrey mogan's profile photo
Christopher Lubowa's profile photo
Svilen Andreev's profile photo
Cyril Anders's profile photo

Roger Wohlner

Shared publicly  - 
 
A recent article for Investopedia.
A look at the pros and cons of 401(k) loans.
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
My latest via Investopedia.
Index fund returns are on a tear but does this mean investors should nix actively managed funds?
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
My latest for Investopedia.
New rules for IRA holders mean less loopholes in 2015.
1
Add a comment...

Roger Wohlner

Shared publicly  - 
 
My latest for Investopedia.
Charles Schwab has launched Schwab Intelligent Portfolios, its online financial advisor (or robo-advisor). Here are some key features.
1
Add a comment...

Roger Wohlner

Discussion  - 
3
Debt to Dreams's profile photo
 
I feel that if it motivates someone to invest and save that was on the fence at first it's a good reason.
Add a comment...

Roger Wohlner

Shared publicly  - 
 
Please check out the latest from my blog.
1
Add a comment...
People
Have him in circles
1,140 people
Cagate humor's profile photo
bota lasheen's profile photo
Dylan Adams's profile photo
Karen Matingou's profile photo
Hazel McHugh's profile photo
Jeffrey mogan's profile photo
Christopher Lubowa's profile photo
Svilen Andreev's profile photo
Cyril Anders's profile photo
Work
Occupation
Financial Advisor
Skills
Fee-Only Financial Advisor to individuals, retirement plan sponsors and participants. Finance blogger.
Employment
  • Asset Strategy Consultants
    Financial Advisor, 1998 - present
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Previously
Arlington Heights, IL - Milwaukee, WI
Contact Information
Work
Phone
847-506-9827
Story
Tagline
Financial advisor, blogger, avid Green Bay Packers fan.
Introduction
I'm a financial advisor, blogger, and an avid fan of the World Champion Green Bay Packers.
Education
  • Marquette University
    MBA-Business, 1980 - 1981
  • University of Wisconsin-Oshkosh
    Finance, 1976 - 1980
Basic Information
Gender
Male