Independent
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.
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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.
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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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Saving for College 101
Here’s a crash course on saving for college.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.