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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Newsletters
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.