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
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Tax preparation may be the perfect time to give the household budget a check-up.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For many, retirement includes contributing their time and talents to an organization in need.
Overview of Medicare Advantage, what’s in them, special rules, and more.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
It’s never a bad time to speak with your financial professional about changes in your situation.