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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

Adapting Your Money Habits for a Confident Retirement

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Simple 401k

Simple 401k

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

IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

 

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Inventorying Your Possessions

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

Should I Accept a Free Credit Lock?

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

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Student Loan Refinance Calculator

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

How Long Will My Savings Last If I Become Disabled?

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

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Inflation & Retirement

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

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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