Roger Wohlner, CFP® Male

Fee-Only Financial Planner for individuals. 401(k) advisor. Advisor to foundations and endowments. Based in Chicago's NW Suburbs.
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Deciding to hire a financial advisor can be a tough decision for many investors. Once you've made this decision, how do you go about finding the right advisor for you?  Here are six questions to...
Blog
3 years ago
 
With the new year upon us, it’s a good time to be sure you understand the contribution limits for various retirement plan options so you can contribute as much as possible. As you look at your...
Blog
3 years ago
 
A recent CNBC article indicated that 58% of those who responded to a 2019 TD Ameritrade survey felt that a $1 million retirement nest egg would be sufficient to fund a comfortable retirement. This...
Blog
4 years ago
 
A Roth IRA conversion can be a good idea for many investors. Whether or not they are a good idea for you in 2020 or in any year will depend upon your unique situation. That said, 2020 is shaping up...
Blog
4 years ago
 
Companies will use buyout packages for groups of employees from time-to-time to provide those employees an incentive to leave the company. The company may have a variety of reasons behind their...
Blog
4 years ago

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