Roger Wohlner
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Robo Advisors
Vanguard Digital Advisor Review 2022
Vanguard is one of the most popular investment advisors in the U.S. In fact, it’s possible that if you invest…
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Retirement
Survivor Benefits: 2022 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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Retirement
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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Taxes
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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Retirement
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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Taxes
Taxact vs. TurboTax vs. Taxslayer 2022 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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Investing
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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Banking
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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Investing
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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Investing
What Is a Direct Stock Purchase Plan?
A Direct Stock Purchase Plan (DSPP) can be a cost-effective method for investors to accumulate shares in a particular company…
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