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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
One of the most common questions people ask about Social Security is when they should start taking benefits.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Couples may be able to head off many of the problems in a marriage that money can cause.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
Women must be ready to spend, on average, more years in retirement than men.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?