What's Your Number?
RiskalyzeUnderstanding 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
Helpful Content
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.