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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

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Home Mortgage Deduction

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

What Is My Current Cash Flow?

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

Inflation & Retirement

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

From Boats to Brokers

From the Dutch East India Company to Wall Street, 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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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