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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.

Services We Offer Jenny L. Foster, CFP® Contact Us

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Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

What Can You Buy With 529 Distributions?

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

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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