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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
There’s a link between debt and stress.
Do you know where the idea of “retirement” comes from?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
An inside look at how marginal income tax brackets work.
A few strategies that may help you prepare for the cost of higher education.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are a few things to consider when buying or leasing your next vehicle.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.