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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Military families face unique challenges, making personal finance even more critical.
An increasing number have been developed to help individuals with their personal finances.
Your credit score may influence how much you pay for auto and home insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.