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Thoughts and ideas from Owlfi

  • Signs you need holistic financial planning advice for retirement
    September 15, 2021 at 7:00 AM
    Once you’ve decided to start saving for retirement, you must make a concerted effort into putting money in places where it will grow significantly between now and when you retire. Doing this on your own can be a difficult process that feels like you’re run...
  • 5 things you need to know about retirement tax planning services
    September 15, 2021 at 7:00 AM
    Tax planning is an important part of maximizing your current income and your retirement savings for the future. From helping minimize your tax liability now to identifying ways to grow your retirement savings, you can protect your wealth while continuing t...
  • What a holistic strategy can do for your financial planning in Kansas City
    August 24, 2021 at 7:00 AM
    When you’re planning your finances, it’s recommended that you consider the big picture. Not only should you be thinking about where your money is going now, but be aware of what it’s going to be doing for you in the future. You want to find as many ways as...
  • Common wealth management strategies for retirement in Kansas City
    August 24, 2021 at 7:00 AM
    Looking forward to retirement can be stressful. From managing your finances to reach a certain level of stability after you stop working to making sure that your money is safe but still accessible. However, it can still be looked at as a reward. You’ve bui...
  • Why your retirement needs an asset protection strategy
    July 13, 2021 at 7:00 AM
    Your retirement fund is a crucial asset. Until you retire, your retirement fund is essentially a savings account that you don’t have access to. However, if you’ve been sued, it becomes an asset that can be used as the courts see fit to satisfy the requirem...
  • 3 things a financial advisor in Kansas City can do for you
    July 13, 2021 at 7:00 AM
    No matter how much experience you have with money, managing your personal finances can be a difficult task. From putting together an effective and efficient budget to planning for the future, there really is a lot to think about. What’s more, these aren’t ...
  • A beginner’s guide to holistic financial planning
    June 11, 2021 at 7:00 AM
    Your financial security and stability depend on several factors. It’s more than simply creating a budget and sticking to it. You need to create long-term goals and have a plan to obtain them. At OWLFI, we offer holistic financial planning to help you see t...
  • 5 reasons you should work with a retirement planning advisor
    June 11, 2021 at 7:00 AM
    If you’re planning on retiring, you don’t want to put off getting your finances in order. It’s important to consider the fact that you’re planning on living for 20 to 30 years without any traditional income. For some, the prospect of going for this long wi...
  • How Does a Financial Advisor in Kansas City Help You?
    May 10, 2021 at 11:00 PM

    If you’d like to navigate retirement with confidence and strengthen your financial position, learn about how a financial advisor in Kansas City can help you.

  • Investment Management Firm in Kansas Shares 3 Portfolio Tips
    May 10, 2021 at 11:00 PM

    Find out essential tips for maintaining a successful portfolio from a leading investment management firm in Kansas.

  • A financial advisor in Kansas City’s guide: why wills matter
    April 9, 2021 at 7:00 AM

    No one likes thinking about it, but when the time comes, it’s important everything is prearranged. A will is more than your final wishes; it’s the preservation of those dearest to you.

  • OWLFI’s 2021 tax filing checklist for tax preparation
    April 9, 2021 at 7:00 AM

    For most, filing taxes isn’t exactly a good time. However, neglecting tax preparation can have devastating results. Especially when retiring, tax planning is essential. The last thing you need is tax complications.

  • 3 reasons why OWLFI is your best bet for financial advice in Kansas
    March 9, 2021 at 7:00 AM
    Financial planning can be a stressful and difficult process. Between planning for retirement, getting your taxes in order, and maximizing your insurance coverage while minimizing your costs, there’s a lot that goes into being financially stable. Fortunatel...
  • How to lower your car insurance rates
    March 9, 2021 at 7:00 AM
    We all need insurance. Even though it can be expensive, going without car insurance isn’t something any driver should be considering because accidents happen. Whether it’s another driver or poor road conditions, there’s a chance that something is going to ...
  • Kansas City Retirement Planning Advice
    February 10, 2021 at 5:00 AM

    You’ve spent your entire life working hard, and now the time has finally come where you’re starting to seriously consider retirement. While it is always an exciting time in anyone’s life, it can also be an overwhelming one. That’s because there are likely many questions you still have about your retirement strategy, and you want to have confidence knowing your finances can support this next chapter of your life.

  • Wills and Trusts – Kansas City Financial Planning Advice
    February 10, 2021 at 5:00 AM

    The conversation around wills and trusts can be a somber one, but it’s also a necessary aspect of ensuring your estate is distributed the way you want after your passing. You’ve spent your entire life working to ensure your loved ones are cared for now and well into the future, but if the proper planning isn’t in place, passing along your wealth could be out of your control.

  • 7 reasons why commercial insurance brokers are so important
    January 8, 2021 at 7:00 AM
    If you own a small business, even the small losses can feel big. This makes having a strong insurance policy even more important. However, working with an insurance agent can be difficult because they’re trying to get the best deal for the insurance compan...
  • What do insurance brokers do?
    January 8, 2021 at 7:00 AM
    At OWLFI, we’re proud to help our clients plan their financial future. Whether this is done by saving, investing, or insurance policies, we provide services that are designed to help you get to where you need to be financially secure at retirement. When it...
  • Considerations for Retirement from Planning Advisors
    December 9, 2020 at 5:00 AM

    You’ve spent most of your life working hard and building a nice little nest egg for yourself and your spouse, and now the time has finally come. Retirement is on the horizon, and you’re now starting to seriously consider how you want to navigate the next stage of your life. This is both an exciting and somewhat overwhelming time for many people.

  • 3 Things Your Homeowners Insurance May Not Cover
    December 8, 2020 at 5:00 AM

    Becoming a homeowner is a major milestone in most of our lives, which is why we take so many precautions to ensure that investment is protected. One of the most popular ways to do that is by securing homeowners insurance.

  • Tax Preparation for the New Year
    November 25, 2020 at 5:00 AM
    The New Year approaches, and there's no better time to get your financial house in order. Retirement contributions, budgeting, tax preparation – now is the time to start thinking about these things.So, let's get started. Let's get planning f...
  • 5 Little Known Facts About Retirement Planning
    November 24, 2020 at 5:00 AM
    Here at OWLFI, we help our clients to plan for a great retirement in Lenexa, KS, and right across the area. We offer commercial insurance advice, estate planning services, and tax consultation to help our customers achieve the very best in peace of mind an...
  • 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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