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
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.