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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Lifestyle considerations in creating your retirement portfolio.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here are five facts about Social Security that are important to keep in mind.
Five phases to changing unhealthy behaviors.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?