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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Purchasing homeowners insurance is critical for protecting your home.
Being healthy not only makes you feel good, it may also help you financially.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Apps that help small business owners better manage and grow their business.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how to set up your financial goals for success? This knight does.