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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

White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Retirement & Rising Costs: Managing Inflation Risk

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

 

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

How Income Taxes Work

A quick look at how federal income taxes work.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Home Mortgage Deduction

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

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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