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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

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.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Medicare Advantage Plans (Medicare Part C)

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.

 

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Glossary of Scam Terms

A helpful glossary of current scams.

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Home Mortgage Deduction

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Fed and How It Got That Way

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

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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