Independent
Welcome to the Powell Financial and Maquoketa Financial Groups! Our trusted financial and insurance professionals work with a heart of a teacher. Our value added service is helping families and businesses build wealth, protect their assets and save for the future.
Learn More
Powell Financial Group
We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.
Learn More
Maquoketa Financial Group
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Learn MoreHelpful Content
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Debt Stress
There’s a link between debt and stress.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
View all articles 
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Emerging Market Opportunities
What are your options for investing in emerging markets?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Rightsizing for Retirement
What does your home really cost?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Surprises
Making the most of surprises is a great reason to work with us.