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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

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Money Draining Food Myths

Money Draining Food Myths

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

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Understanding ETFs: Building Blocks of Modern Investing

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

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."

The Values Shaping Your Financial Decisions

A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Simple 401k

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

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

From Boats to Brokers

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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