Rogers Financial Services
my pictureRogers Financial Services            Newsletter
                            www.RogersFinancialServices.com
                                  phone:  630-369-2350
                   email:  mark@rogersfinancialservices.com      
                         
 Forward this issue to a Friend  Issue #2                      October, 2009                                        
End of Year Planning
What can you do before the end of the year to make sure you are on the right financial track?  I have listed some action steps:
 
1) Make an appointment with your financial advisor
 
2) Review tax planning strategies with a CPA and your estate plan with an estate planning attorney
 
 
3) Review your investment portfolio. Rebalancing may be necessary after the wild swings in the market
 
4) If you do not need the extra money (and taxes) remember that Required Minimum Distributions (RMD)are waived for 2009, so you may stop the distribution this year 
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There have been positive signs in the stock market and the overall economy, after we survived one of the worst years on record in 2008.  But the past is past, and Americans have always progressed and moved forward. I see no reason why our economy can't eventually become stronger than before.
 
 
I work mainly with affluent families with substantial assets who are retired or nearing retirement.  I will help them develop a financial plan that not only builds and preserves their wealth but also serves as a blueprint for reaching all of their financial and lifestyle goals.
 
 
My Better Half
Mark and Debbie Rogers My lovely wife, Debbie, works as the Administrative Assistant at Wesley United Methodist Church in Naperville, IL. She has been my #1 fan over the course of our 22 year marriage. She is active at our church (Bethany of Fox Valley United Methodist Church) and is the mother of our 20 year old son, Doug, and 18 year old daughter, Michelle.                        stock market
Please contact our office to schedule a free consultation to see if you are on the right financial track or if you would just like a second opinion.
 
 
       Sincerely,                                     
 stock market  Happy Halloween
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.  Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA & SIPC.  Rogers Financial Services is independent of ProEquities, Inc.