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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

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Helpful Content

Lifetime of Earnings

Lifetime of Earnings

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

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

How Income Taxes Work

A quick look at how federal income taxes work.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Debt-to-Income Ratio Calculator

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

College Savings

See how much you may need to save now to cover future college costs for your child.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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