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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here’s a guide to explain all the parts of Medicare.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.