Roger Wohlner

These knowledge gaps can lead to clients making ill-informed decisions about an important source of retiremen…

Most investors are familiar with stocks and the stock market. Popular stock benchmarks like the Dow Jones Ind…

Congratulations if you were recently granted stock options by your employer that are tied to the company's st…

There's a lot to be envied about the freelance lifestyle... but doing your own taxes isn't one of them. We ha…

Digital Edition

How do you track your freelance income and expenses? It's not just something to think about at tax time, but …

Apple Inc. ( AAPL), with its hoard of cash, has been repurchasing shares of its stock as a means of trying to…

One of the most important things retirees look for are ways to fund their desired retirement lifestyle while …

How seriously do you take your freelance writing? Have you thought of yourself as a business? If so, get up t…

Broker Edward Jones made headlines last year with the announcement of the firm's decision to stop offering mu…

Investors can buy any number of sexy and exciting stocks, like Apple, Snap and Facebook. These are dynamic, g…

There's a lot to be envied about the freelance lifestyle... but doing your own taxes isn't one of them. We ha…

If you don't plan right for retirement, your kids may have to take care of you.

Before you invest in a mutual fund, you need to know more about it than simply whether it appeared on a best …

Budgeting and forecasting are two of the most important financial functions for a business of any size. Budge…

Nobody likes to see the value of their investments decline, but markets do decline. What is unnerving about t…

So far, the stock market in 2016 was off to its worst start to a new year in history. There has been a conflu…

In late 2015 Congress passed a tax extender bill that made a number of measures that were previously temporar…

Several 401(k) lawsuits against major employers have been in the news this year. These suits are about high f…

Saving for retirement is tough enough. Besides the need to actually defer the money from each check into your…

Retirement is a huge adjustment for most people, mentally and socially. Your day-to-day routine changes witho…

One of the benefits of being a member of NAPFA (the largest professional organization of fee-only financial a…