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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
Calculating your potential Social Security benefit is a three-step process.
An increasing number have been developed to help individuals with their personal finances.
Knowing the rules may help you decide when to start benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are Real Estate Investment Trusts right for your portfolio?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, infiltrating the world of bonds.
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.