Articles by Roger Wohlner
Setting a time frame and quantifying your financial goals is key.
Succeeding in this market takes persistence, monitoring, and commitment
Set basic monetary goals, develop a written budget, and prepare a financial plan.
Financial planning is not a one-time event, but rather an ongoing process.
What really matters is that the participants have a diversified menu of solid investment choices.
Five questions for determining whether you're on the right track with your retirement savings.
Index funds are not immune to risk.
Spring is a good time to evaluate and rebalance your investments.
Review your portfolio and consider rebalancing.
Advice on how to make the best of a sub-par 401(k) plan.