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
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are common mistakes you can avoid when saving for retirement.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn about the latest sport to sweep the nation with this informative article.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
Bucket lists don’t have to be for tomorrow.
There are a few things to consider when buying or leasing your next vehicle.