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.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A change in your mindset during retirement may drive changes to your portfolio.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How do the markets usually react to elections? Was the 2016 election any different?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you died, what would happen to your email archives, social profiles and online accounts?