Objective information about financial planning, investments, and retirement plans

What Should I Write About?


For those of you who are regular readers and for those who just visit occasionally you may have noticed that my last post on this blog was back in March.

After a several month hiatus from writing I plan to resume writing new posts shortly.  While I have some ideas as to what I want to write about, I thought this would be a good time to ask you my readers what you are interested in.

• What financial topics would you like to know more about?
• What questions do you have?
• What financial issues are keeping you up at night?

I’m very interested in hearing from you and writing about topics of interest to you and your situation.  If there is something you’d like to me to write about or perhaps a question that you would like me to address please use our contact form or email me directly at admin@thechicagofinancialplanner.com. The blog’s tagline “Objective information about financial planning, investments, and retirement plans” is still what will guide me as I move forward.

Thank you for your continued readership.



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  1. Roger, Great to see you’re back, for a while I thought perhaps you were upset with me or you had taken ill or worse. While we may disagree from time to time I do find your post to be well written and thoughtful. Once again, it’s great to have you back!

    • Roger Wohlner says:

      Scott thanks for the comment. I welcome all comments both those in support of what I write and perhaps more so from those who disagree with what I have to say. Thanks for reading and I would welcome any topic suggestions.


    Roger- It would be nice to see a few articles on how certain Trust can be used in Asset Protection Planning and Estate Planning? Look forward to your articles!

    • Roger Wohlner says:

      Rich thanks for your comment and suggestion. This is a pretty broad topic are certain types of trusts you are considering? Other specific estate planning and asset protection issues? I ask so I can gear any post(s) to hopefully address your questions.

  3. Jack Towarnicky says:

    Three items
    401k loans – a point counterpoint article,
    HSA’s – options for retirement preparation,
    Available for Rollover, BUT – To roll, or not to roll, that is the question for maybe $700 billion in Baby Boomer cash in each of the next few tears.

    I would be happy to offer plan sponsor insights.


    • Roger Wohlner says:

      Jack thanks for the suggestions, all are good. You and I will likely will always disagree on the topic of loans but I agree an article discussing the other side makes sense and I can think of nobody better to write this than you if you are willing. I’ll email you with my thoughts. Just want to make sure I understand the last point, are you suggesting a piece discussing the rollover question vs. say leaving it in their old plan? If so I totally agree that sometimes leaving it in the old plan is a good decision especially if they are in a dirt cheap plan with good choices from say a large employer.

      • Jack towarnicky says:

        You have it accurately. I can write the loan “pro” … And I can send you my thoughts on to roll or not to roll.

        Hope to get to chicago soon – and if so, we can discuss face to face. If not, can do it by email.


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