PFG: 5123 Middle Road, Bettendorf, IA 52722 | TEL. 563-449-9181

MFG: 805 W Platt Street, Maquoketa, IA 52060 | TEL. 563-652-3513

A Performance Evaluation What is Fair Treatment of Farm and Non-Farm Heirs? Married? New Job? Have a Child? Perspective on income

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.

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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.

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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.

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Helpful Content

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Making Your Tax Bracket Work

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

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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