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
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to understand the pros and cons when considering a prepaid debit card.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Protect yourself against the damage that your homeowners policy doesn’t cover.
At what point can you call a personal vehicle commercial?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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 seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.