Understanding Today's Financial Environment
Welcome to GBA Financial, your independent full-service financial firm in Rochester, Illinois. We are here to help you take a proactive approach to your personal financial situation while remaining committed to a high standard of integrity and professionalism. We look forward to using our experience to help you pursue your financial goals.Services We Offer Jenny L. Kleinschmidt, CFP® Contact Us
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
9 Facts About Social Security
There are things about Social Security that might surprise you.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Six overlooked tax deductions to help manage your tax bill.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
Do you know these three personal finance sayings?