Roger Wohlner, CFP®
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+3
Roger Wohlner, CFP® started following Evolution Of Wealth a day ago.
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+3
Roger Wohlner, CFP® started following Brian Mahany 23 days ago.
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Roger Wohlner, CFP® published a new article 25 days ago:
Bond Funds: Safe Haven or Risky Asset?
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Roger Wohlner, CFP® published a new article about a month ago:
The Process of Monitoring Investment Holdings
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+3
Roger Wohlner, CFP® started following Walt Mozdzer, CFP® about a month ago.
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+3
Roger Wohlner, CFP® posted a message about a month ago:
Bifurcated Designations or Grandfathering at Its Worst
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+3
Roger Wohlner, CFP® posted a comment about a month ago:
The Stock Market's Way Up, What Do I Do Now?
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+3
Roger Wohlner, CFP® posted a comment 2 months ago:
The Stock Market's Way Up, What Do I Do Now?
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Roger Wohlner, CFP® earned a new badge 2 months ago:
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Roger Wohlner, CFP® earned a new badge 2 months ago:
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+3
Roger Wohlner, CFP® posted a comment 2 months ago:
The Stock Market's Way Up, What Do I Do Now?
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Roger Wohlner, CFP® published a new article 2 months ago:
The Stock Market's Way Up, What Do I Do Now?
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+3
Roger Wohlner, CFP® started following Ari Weinberg 2 months ago.
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+3
Roger Wohlner, CFP® posted a comment 2 months ago:
Why Do I Have to Pay a Fee to Leave?
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+3
Roger Wohlner, CFP® posted a comment 3 months ago:
Yikes! The Dreaded IRS Notice
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+3
Roger Wohlner, CFP® started following Susie Bafico 3 months ago.
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+3
Roger Wohlner, CFP® started following Kristen Sullivan 3 months ago.
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+3
Roger Wohlner, CFP® started following Kevin O'Reilly, CRPC 3 months ago.
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+3
Roger Wohlner, CFP® posted a comment 3 months ago:
Characteristics of a Good 401k Plan
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+3
Roger Wohlner, CFP® posted a comment 3 months ago:
Characteristics of a Good 401k Plan
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Roger Wohlner, CFP® published a new article 3 months ago:
Characteristics of a Good 401k Plan
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+3
Roger Wohlner, CFP® started following Minhthe Luu 3 months ago.
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+3
Roger Wohlner, CFP® started following Dominic Preuss 3 months ago.
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+3
Roger Wohlner, CFP® posted a comment 3 months ago:
Hellish 401k Plans
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+3
Roger Wohlner, CFP® started following Jane M. Young, CFP, EA 3 months ago.
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Roger Wohlner, CFP® published a new article 3 months ago:
Hellish 401k Plans
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+3
Roger Wohlner, CFP® started following The Advertising Tricks of "Financial Advisers" 3 months ago.
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Roger Wohlner, CFP® took a poll 3 months ago:
How many people do you follow on Twitter?
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+3
Roger Wohlner, CFP® started following Julian Block 4 months ago.
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Roger Wohlner, CFP® posted a comment 4 months ago:
When Selling Investments, Don't Make These Mistakes
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Roger Wohlner, CFP® published a new article 4 months ago:
When Selling Investments, Don't Make These Mistakes
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+5
Roger Wohlner, CFP® started a discussion 4 months ago:
Fees and expenses
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+3
Roger Wohlner, CFP® started following Doug Kinsey 4 months ago.
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+3
Roger Wohlner, CFP® started following Lon Jefferies 4 months ago.
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+3
Roger Wohlner, CFP® started following Ali Rogers 4 months ago.
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+3
Roger Wohlner, CFP® started following Pasquale J. Sacchetta, CFP® 4 months ago.
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+3
Roger Wohlner, CFP® started following L. Marie Joseph 4 months ago.
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Roger Wohlner, CFP® started following Josey Miller 4 months ago.
Fee-Only Financial Planner for individuals. 401(k) advisor. Advisor to foundations and endowments. Blog: http://wohlnerfinancial.blogspot.com/
Action Plans
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Let's Recession Proof Our Financial Lives Created 7 months ago with 23 members in this group.
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Independent Insights Fee-Only Financial Planning Created 4 months ago with 13 members in this group.
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Americans for Integrity in Financial Services Created 4 months ago with 15 members in this group.
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401(k) Issues Created 4 months ago with 6 members in this group.




























