Roger Wohlner
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What Is the SECURE Act and How Does It Impact Retirement?
The rules for retirement were rewritten recently in the Setting Every Community Up for Retirement Enhancement Act, better known as…
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Survivor Benefits: 2021 Social Security Guide
Losing someone is tough. And of course, there can be a financial burden when a loved one passes. Thankfully, Social…
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Collecting Social Security Benefits for Divorced Spouse
Social Security is a major component of retirement planning for most people. Even if you are divorced, you may be…
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Tax Audit: What to Do If You’ve Been Audited By the IRS
No taxpayer wants to receive a notice that their tax return is being audited, though audits are a fairly common…
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401(k) Options When You Leave Your Job
For many people, their 401(k) plan is their primary retirement savings vehicle. When you leave your job it's critical that…
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Taxact vs. TurboTax vs. Taxslayer 2021 Comparison
When it comes to doing your taxes, you can file it yourself, hire a tax accountant to do it for…
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What Are ETNs and How Do They Defer From ETFs?
Exchange-traded funds (ETFs) and exchange-traded notes (ETNs) sound similar and in some ways they are. Both are exchange-traded instruments. But…
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APR vs. APY
If you have ever shopped for a loan or credit card or the best rate on an interest-bearing savings account,…
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What To Do If You Make a Bad Investment Decision
If you engage in any activity, you will invariably make a bad decision. Investing is no different. Making a bad…
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IPOs to Watch in 2021
Every year, a number of companies become public and list on an exchange. Their stock becomes available to investors through…
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