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800 West 5th Avenue
Suite 205L
Naperville, IL 60563


Rogers Financial Services

(630) 369-2350

Tuning Your Social Security Benefit Saving for College 101 It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Rogers Financial Services specializes in retirement planning in the Naperville/Aurora area, of the Chicago Western Suburban area.  Mark Rogers, a financial advisor since 1996, specializes in helping those who are nearing retirement or already retired to find the right combination of growth versus safety, so they can feel more secure in their retirement years. He helps clients in wealth management, retirement planning, college funding, investing, and estate planning.

Mark Rogers is married to his wife Debra Rogers, and has two children:  Doug and Michelle. Mark is active at his church, Bethany of Fox Valley United Methodist in Aurora, IL.

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?


Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Bucket Plan to Go with Your Bucket List

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Choices for Your 401(k) at a Former Employer

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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