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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Currency has been around for a long time. Here’s a quick history lesson.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.