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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How literate are you when it comes to your finances? Brush up with these five basics.
There’s a link between debt and stress.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.