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Rogers Financial Services

800 West Fifth Ave Suite 205L
Naperville, IL 60563-4859

Phone:

(630) 369-2350
Mobile: (630) 854-6421

Fax:

(888)713-3661

E-mail:

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Calculators

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Contact Us

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Welcome to Rogers Financial Services

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 a balanced 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.

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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