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
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
An increasing number have been developed to help individuals with their personal finances.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Recent changes in estate tax laws could affect the strategy you have in place.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.