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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.

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Helpful Content

My Retirement Savings

My Retirement Savings

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

College Savings

College Savings

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

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

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.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

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

Lifetime of Earnings

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Comparing Mortgage Terms

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

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A Bucket Plan to Go with Your Bucket List

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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