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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.

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Helpful Content

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

Make the Most of Retirement Without Losing Sight of the Plan

Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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