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Thoughts and ideas from Owlfi

  • Debunked: 3 myths about investment portfolio management
    October 19, 2020 at 7:00 AM
    Everyone dreams of making it big as an investor, but not many people put in the work needed to become successful at it. Part of the reason why investing can be so difficult for beginners is because there are a lot of tempting myths and half-truths out ther...
  • 4 ways an insurance advisor can help you
    October 19, 2020 at 7:00 AM
    You’ll want to work with an insurance advisor before making any lasting insurance decisions, especially if you own a business or make a significant amount of money. Insurance is a complicated matter, so you deserve to know what exactly you’re getting into ...
  • What to know before you buy home insurance
    September 15, 2020 at 4:00 AM

    The time has come for you to start looking for your first house. You’re excited, nervous, and a bit overwhelmed. But don’t worry, because OWLFI is here to make sure you know what to expect.

  • The Many Benefits of Working with OWLFI
    September 15, 2020 at 4:00 AM

    Everyone is looking for ways to save time and money. So why shouldn’t you expect the same with estate management and insurance? OWLFI is here to help you find the right plans for your wills, trusts, and insurance.

  • Why Are You Investing?
    August 18, 2020 at 5:00 AM
    Why are you investing this money? That is one of the most important questions to answer prior to making any investment. You see lots of reports and hear advise as to where to invest your money, but before you make any decisions, you need to determine “the ...
  • What is investment management?
    August 12, 2020 at 4:00 AM

    You’ve probably heard the word ‘investment manager’ a few times when discussing retirement or reviewing stock options. But what does an investment manager do? OWLFI is an investment management team that focuses on helping clients reach their goals.

  • Everything You Need to Know About Wills & Trusts
    August 11, 2020 at 4:00 AM

    Everyone wants to plan for the future, but many have a hard time deciding what should happen to their earthly possessions after they’re gone. For example, people rarely know what a will or a trust is, and which is the right option for them.

  • Retirement and Health Care Costs
    August 10, 2020 at 4:00 AM
    When developing your retirement plan and planning how much money you will need to cover expenses, don't forget to estimate health care costs.According to Fidelity Investments, a 65-year-old couple retiring will need an average of $275,000 (today'...
  • Good Financial Planning
    August 4, 2020 at 5:00 AM
    We are over halfway through our new, and interesting year. New challenges, and new opportunities are still ahead of us. This is a great time to review your financial goals. Good financial planning includes asking yourself if you are saving enough for the f...
  • Credit Card Debt
    July 29, 2020 at 5:00 AM
    Let’s talk about credit cards and credit card debt. As you think about retirement and make plans for your future, credit card debt is part of that discussion.Credit card companies entice you by offering wonderful incentives to get you to sign up and use y...
  • Congress Reinstates Expired Tax Provisions
    July 21, 2020 at 5:00 AM
    Congress let many tax provisions expire on December 31, 2017, making them dead for your already-filed 2018 tax returns.In what has become a much too common practice, Congress resurrected the dead provisions retroactively to January 1, 2018. That’s good new...
  • Auto Insurance
    July 16, 2020 at 5:00 AM
    Auto Insurance is a complicated matter. Many people have an insurance policy but do not exactly understand how they are covered or what they will do if they find themselves in the position of needing to utilize their insurance. Discover the basic types of ...
  • Why Use a Professional for Tax Preparation?
    July 9, 2020 at 9:30 PM

    Getting the most out of your tax refund is everyone’s goal, whether you’re a business or an individual. But maximizing your returns can be complicated, depending on the complexity of your income streams, estate and business dealings.

  • Tax Preparation: 4 Tips for Success
    July 8, 2020 at 10:00 PM

    Whether you’re an individual, a family, or a business, having your taxes in order means being prepared for the future. Tax preparation is part of your complete financial health package, which can include estate and retirement planning, and so much more.

    July 8, 2020 at 5:00 AM
    Have you started saving for retirement yet? That is an easy question to answer; it’s either yes or no. If you have not started yet, the next question is why not? Many people justify and have reasons why they are not saving. Do you see yourself in any o...
  • Benefits of a Health Savings Account
    June 30, 2020 at 5:00 AM
    Are you aware of the benefits of a Health Savings Account (HSA). The HSA came out of the Affordable Health Care Act and is one of the most powerful pieces of a health care strategy. OverviewA health savings account (HSA) is a tax-favored savings account cr...
  • Aging Parents and Finances
    June 23, 2020 at 5:00 AM
    Many parents want to maintain their independence as they age and do not want to reverse rolls and have their children care for them. Aging parents and finances can be tricky to navigate. The conversation can be awkward or be met with resistance.A 2010 Inve...
  • Dispelling Common Misconceptions About Estate Planning
    June 19, 2020 at 6:00 AM

    Estate planning is one of the most important preparations you can make when considering your family and wealth. It’s not always an easy process, but it makes an invaluable difference to your family and loved ones.

  • Get to Know OWLFI: Your Personal CFO
    June 18, 2020 at 6:00 AM

    When you choose OWLFI, we take the time to get to know you and your financial needs and goals to give you the best path forward.

  • Home Insurance
    June 16, 2020 at 5:00 AM
    When people shop for home insurance, they are actually seeing not just one type of coverage but possibly several different varieties. Homeowners insurance, renter’s insurance, and condo insurance are all typically included within the category of home insur...
  • Find the Best Interest Rates
    June 9, 2020 at 5:00 AM
    Are you investing for the short term like to buy a car or take a vacation next year? Are you investing for the long term such as retirement in 20-25 years? Why are you investing is one of the most important questions to answer. If you are saving for the sh...
    June 1, 2020 at 4:00 AM
    Purchasing life insurance is one of the most important financial moves you can make. The coverage from this type of policy protects your family from financially worrisome situations if you are not there to provide for their needs. When you work with an ind...
  • 10 Tips for Managing Your Household Budget
    May 27, 2020 at 2:30 PM

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