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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Saving for College 101
Here's a crash course on saving for college.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?