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PFG: 5123 Middle Road, Bettendorf, IA 52722 | TEL. 563-449-9181

MFG: 714 W Platt Street, Suite 5, Maquoketa, IA 52060 | TEL. 563-652-3513

The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

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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Term vs. Permanent Life Insurance

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Important Birthdays Over 50

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Tips for Finding Care for Your Disabled Child

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Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

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Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much of your Social Security benefit may be considered taxable.

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This questionnaire will help determine your tolerance for investment risk.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

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Principles that can help create a portfolio designed to pursue investment goals.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Markets React

When markets shift, experienced investors stick to their strategy.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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There’s an alarming difference between perception and reality for current and future retirees.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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