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Investments Surprises Just Getting Started? Unique Solutions
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

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Historical Inflation

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

 

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

A Brief History of Estate Taxes

Federal estate taxes have long been a source of funding for the federal government.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Surprises

Making the most of surprises is a great reason to work with us.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Tap Retirement Savings to Fund College?

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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.

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