Finance Blog
10 Questions You Should Ask Before Hiring a Financial Planner – Part 1
Written by Roger Wohlner on March 8, 2011
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10 Questions You Should Ask Before Hiring a Financial Planner – Part 1 Roger Wohlner Hiring your first financial planner or selecting a new one can be a trying experience. How do you know if you are making the right choice? Will this person act…
Five Questions You Need to Ask Your Investment Broker
Written by Roger Wohlner on March 1, 2011
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Five Questions You Need to Ask Your Investment Broker By Dan Solin I have to be practical. I don’t believe anyone should rely on brokers or investment advisers who claim to be able to “beat the market” for investment advice. However, the reality is that…
Should You Pay Your Grandchildren’s College Tuition?
Written by Roger Wohlner on February 22, 2011
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Should You Pay Your Grandchildren’s College Tuition? By Roger Wohlner To answer this question, first you have to ask yourself several more. The first question is, can you afford to pay your grandchildren’s college tuition? If not, that’s the end of the discussion. Being able…
Planning a Tax-Deferral Strategy for your Pre- and Post-Tax Investment Accounts
Written by Roger Wohlner on February 15, 2011
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Planning a Tax-Deferral Strategy for your Pre- and Post-Tax Investment Accounts By Roger Wohlner Tax planning should be a key element in your overall financial planning. However, it is only one tactic, not an end unto itself. Investment decisions made for tax purposes only are…
4 Tips for Loaning Money to Family Members
Written by Roger Wohlner on February 8, 2011
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4 Tips for Loaning Money to Family Members By Roger Wohlner Economic events of the past couple of years have made it more difficult for people to obtain conventional lines of credit, and as a result, many are turning to family members for loans for…
New Retirement Blogger: Fee-Only Financial Planner Roger Wohlner
Written by Roger Wohlner on February 1, 2011
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Roger Wohlner is a fee-only financial advisor based in Arlington Heights, Ill. Roger serves the needs of individual clients and also provides investment consulting services to retirement plan sponsors, endowments and foundations as a member of Asset Strategy Consultants. Roger and a partner have recently…
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