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Author Archive for Roger Wohlner
Q & A with Financial Planning Expert Roger Wohlner Beginning Financial Building Blocks Did you join fee-only financial planner Roger Wohlner on the last Live Chat? If you missed out, here’s an excerpt with some financial basics for those looking to get on the right…
Written by Roger Wohlner on July 5, 2011
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What To Do With Your 401(k) When Leaving Your Job Roger Wohlner It is very common for me to see a new client with a number of old 401(k) accounts held by various former employers. Many people don’t know what to do with the accounts…
Beware of Financial Clutter Roger Wohlner When I work with a new client in my financial planning practice, I often come across a condition that I call “financial clutter.” This has many forms, but a common version might look like this: Husband and wife have…
Written by Roger Wohlner on June 21, 2011
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What Financial Advisors Talk About, and Why You Should Care Roger Wohlner Since 2003, I have been a member of the National Association of Personal Financial Advisors, or NAPFA, which is the largest professional organization of fee-only advisors. Several years ago, NAPFA created a number…
The Real Cost of “Free” Financial Advice By Roger Wohlner Recently, a friend asked me to look over his mother’s holdings. His mother is in her late 60s, recently divorced, and on her own financially for the first time. She decided to go with the…
Why You Might Need Life Insurance at Retirement Roger Wohlner Traditionally, conventional wisdom was that life insurance was generally not needed once you retired. This may or may not still hold true and will vary based upon your personal situation. Here are a few thoughts….
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