Retirement is a chance to relax, travel, and enjoy the fruits of one’s labor. However, planning for retirement can be challenging, especially when it comes to the financial aspects.
For many investors, learning how to apply effective investment strategies is an essential key to success – but where do you start?
Starting a new business comes with many challenges, one of which is securing the right insurance coverage to protect your business from unexpected losses.
When it comes to managing your finances, seeking the advice of a professional financial advisor can be an excellent way to ensure that you are making sound financial decisions that align with your goals.
Personal finance is a complex topic. There are many moving parts, and it can be challenging to keep everything straight. That's where a personal CFO comes in.
Asset protection is critical for any business owner— especially those based in Kansas City.
Working with an insurance broker can cut through the noise and help you make an informed decision based on your coverage needs.
Tax season is approaching quickly and now’s the time to start thinking about getting your preparations in order.
In this post, we’ll explore the difference between an estate plan and a will, as well as how Kansas intestacy laws can go into effect if you pass away without either.
Let's go over the top three considerations to ensure you find the right financial planner in Kansas City.
The impact of the recent market crash on retirement accounts is discussed, along with strategies for navigating financial challenges in retirement. Positive economic indicators and the successful vaccine rollout are also highlighted.
Insurance shopping can be overwhelming, no matter what kind you’re looking for.
Strategic financial planners help businesses allocate their resources appropriately to maximize the efficacy of each resource, from human resources to investments to capital.
As you plan for retirement, it's important to consider how different aspects of your financial life will change. One key area is taxes. Depending on your income and deductions, you may find that using financial tax services can benefit your post-retirement finances.
Caring for loved ones, investing money, or simply planning finances are more complicated than they seem. Major life events like moves, job changes, and childbirths can stress even the most prepared people.
Fortunately, financial advisors can make these circumstances much more manageable. But hiring a financial advisor is just the start.
Even when things go right, running a business is hard. It can be even more complicated with common financial losses like property damage, business interruption, theft, and liability. That’s why commercial insurance brokers are crucial for new entrepreneurs and established business owners alike.
Managing your own investment portfolio doesn’t have to be complicated. No matter how much money or investments you have, there’s a level of portfolio management that’s right for you.
You can never start planning for retirement early enough. If you don’t know where to start or what questions to ask, it’s worth consulting a premier strategic financial and retirement planning firm like OWLFI.
Navigating retirement planning is a complicated process that is often overwhelming. Fortunately, retirement planning groups in Kansas City can devise roadmaps and guide you toward future financial security to ensure your golden years remain gilded. Here’s what retirement planning groups do for you.
Strategic financial planning is complicated and requires evaluating the totality of your financial situation, and insurance is an essential component of financial planning. However, understanding why can be difficult. Here is why insurance is essential to financial planning.
The earlier you plan for retirement, the more secure your future will be. When you partner with a retirement accountant in Lenexa later in life, tell them these five things immediately.
Trying to build a company within the financial industry presents many challenges. Many of these pertain to all businesses, while some pertain to the financial sector.
Whatever shape retirement takes for you and your loved ones, savings and smart investing are essential to make them a reality. When you work with a financial planning firm, they’ll discuss these top asset protection strategies for wealth management and retirement.
Learn about the model of OWLFI and why we are structured the way we are for the benefit of our clients.
Inflation has undoubtedly gone up recently, but how much will it affect us? Will the wage increases for employees help individuals cope with this change?
There are several strategies you can implement to still reach your retirement goals at or past 40. To help you get ahead, OWLFI’s retirement planning experts in Kansas have put together this guide.
Once you understand the fundamentals of a retirement plan, you’ll be able to establish goals and meet with an expert retirement advisor to make those goals a reality.
When considering consulting with a financial advisor in Kansas for retirement, it's difficult to know when to start. Determining this is complicated and depends on several variables unique to you and your life. Fortunately, at OWLFI, we’re the premier strategic financial and retirement planning firm.
Your future security hinges on your financial security. However, understanding how to secure your future financial situation is complex, dynamic, and requires extensive training. Fortunately, strategic wealth management in Kansas City can help.
Retirement planning ensures your future is comfortable and looks exactly how you want. When you’re ready to begin planning your future, here are the first steps financial planners recommend to get you started.
It’s never too early to start planning for retirement. Having the future you want may depend on finding the best financial advisor in Kansas City. Here are some tips for choosing the ideal service for your needs.
Retirement savings are an essential part of securing a comfortable future, but alongside maximizing your post-work income is the importance of how to plan for taxes in retirement.
No matter where you are in life, retirement should be a part of your yearly financial planning. A holistic financial advisor in Kansas City can help you maximize your savings for your later years while minimizing your expenses.
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.
Find out essential tips for maintaining a successful portfolio from a leading investment management firm in Kansas.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
