Jon Rogers www.rogersfinancialgroup.com

Our Family Working With Your Family

 

Rogers Financial Group* is a  family-owned full service, financial services firm focusing on retirement planning.  We are dedicated to providing our clients with high quality, professional advice to enable them to meet their needs and goals.

 

Our company has been helping people achieve their financial objectives for over 40 years.  Along side this experience, we continually seek to be informed and educated on the most up-to-date financial and tax information that may affect our clients.

 

The goal of Rogers Financial Group* is to determine the goals and objectives of each client, to define and implement the most efficient and effective vehicle to accomplish said goals and objectives, and to continually monitor, update, and change as circumstances change for clients.
 

*Securities Offered Through Royal Alliance Associates, Inc.  Member FINRA/SIPC.  Advisory services are offered through Rogers Financial Advisory Group, LLC, a registered investment advisor.  Rogers Financial Group and  Rogers Financial Advisory Group, LLC are not affiliated with Royal Alliance Associates, Inc.


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Calculators

College Funding

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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