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
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Protect yourself against the damage that your homeowners policy doesn’t cover.
For some, the social impact of investing is just as important as the return, perhaps more important.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Simple steps may help you foil hackers and protect your privacy.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?