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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Important items to consider when purchasing condo insurance.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here's a breakdown of how the federal government spends your tax money.
A few strategies that may help you prepare for the cost of higher education.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?