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.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are common mistakes you can avoid when saving for retirement.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here are six flags that may make your tax return prime for an IRS audit.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Estate conservation is too important to put off. Do you have a smart exit strategy?