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 More
9 Facts About Social Security
There are things about Social Security that might surprise you.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
One of the most common questions people ask about Social Security is when they should start taking benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Knowing the rules may help you decide when to start benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.