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
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Marriage changes everything, including your insurance needs.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
To choose a plan, it’s important to ask yourself four key questions.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.