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
9 Facts About Social Security
There are things about Social Security that might surprise you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Do you have an estate strategy? You should.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Don't let procrastination keep you from pursuing your financial dreams and goals.
For many, retirement includes contributing their time and talents to an organization in need.
Here are six flags that may make your tax return prime for an IRS audit.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Around the country, attitudes about retirement are shifting.