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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

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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