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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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

 

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How to Give Generously Without Derailing Your Goals

Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Emergency Fund Calculator

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

Wedding Budget Calculator

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

The Power of 401k Catch-Ups

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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