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
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
There are common mistakes you can avoid when saving for retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In the face of divorce, making changes to insurance coverage may be overlooked.
Ascertaining the value of your business is important for a variety of reasons.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.