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
Helpful Content
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When Markets React
When markets shift, experienced investors stick to their strategy.