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
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Four vacation destinations you might never have thought of.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a crash course on saving for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.
Have you explored all your options when it comes to managing your taxable income?
Check out this video to begin separating fact from fiction.