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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

What Is the Dividend Yield?

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

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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?

Inventorying Your Possessions

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

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Saving for College 101

Here’s a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Making Your Tax Bracket Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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