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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Calculating your potential Social Security benefit is a three-step process.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Healthy habits are one of the greatest gifts to give your child.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.