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Thoughts and ideas from Owlfi

  • How Financial Planners in Kansas City Can Help You Plan for Retirement

    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.

  • How to Strategically Build Your Investment Portfolio with Investment Management
    May 10, 2023 at 10:00 PM

    For many investors, learning how to apply effective investment strategies is an essential key to success – but where do you start?

  • How do I Find Insurance for my New Business?
    April 30, 2023 at 7:00 AM

    Starting a new business comes with many challenges, one of which is securing the right insurance coverage to protect your business from unexpected losses.

  • What to Look for in a High-Quality Financial Advisor
    April 30, 2023 at 7:00 AM

    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.

  • 8 Reasons You Should Hire a Personal CFO
    March 7, 2023 at 10:00 PM

    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 Strategy in Kansas City: What You Need to Know
    March 7, 2023 at 10:00 PM

    Asset protection is critical for any business owner— especially those based in Kansas City.

  • Who should use an insurance broker?
    February 16, 2023 at 4:00 PM

    Working with an insurance broker can cut through the noise and help you make an informed decision based on your coverage needs.

  • Start Prepping For Tax Season Early
    February 7, 2023 at 4:00 PM

    Tax season is approaching quickly and now’s the time to start thinking about getting your preparations in order.

  • Do I Need an Estate Plan or a Will?
    February 2, 2023 at 4:00 PM

    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.

  • 3 Things to Look for in a Financial Planner
    January 19, 2023 at 4:00 PM

    Let's go over the top three considerations to ensure you find the right financial planner in Kansas City.

  • Navigating Retirement in a Market Crash: Insights from Elliot's 'Murphy's Market Minute
    December 30, 2022 at 12:00 PM

    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.

  • You’re Not Sure Which Insurance To Choose – Now What?
    December 11, 2022 at 10:00 PM

    Insurance shopping can be overwhelming, no matter what kind you’re looking for.

  • What Does a Strategic Financial Planner Do?
    December 11, 2022 at 10:00 PM

    Strategic financial planners help businesses allocate their resources appropriately to maximize the efficacy of each resource, from human resources to investments to capital.

  • How financial tax services can benefit you post-retirement

    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.

  • The 4 Most Important Types of Financial Firms for Your Retirement Plan
    When it comes to financial planning for retirement, there are a lot of different options out there. There is a myriad of different kinds of financial firms in Kansas City, and it can be hard to decide which one is right for you. When you’re planning for so...
  • 5 Ways to Get the Most Value from Financial Advisors
    October 14, 2022 at 6:30 PM

    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.

  • 3 Ways Commercial Insurance Brokers Save You Money
    October 14, 2022 at 2:30 PM

    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.

  • Which financial planning insurance plans are the most important in Kansas?
    September 20, 2022 at 7:00 AM
    Your life and those of your family members can be changed in an instant after a car accident, catastrophic injury, or a medical diagnosis. It’s essential that your financial future is protected by insurance policies that will ease some of the burdens of th...
  • Essential tips for strategic retirement planning in Lenexa, KS
    September 20, 2022 at 7:00 AM
    Preparing for retirement takes strategic planning. You can tuck money away here and there to tell yourself that you’re planning for retirement, but you’re not doing much more than floundering financially. Saving without a plan is like rowing a boat in a la...
  • When is it most important to consult a financial advisor in Lenexa, KS?
    August 16, 2022 at 7:00 AM
    If managing your money was easy, no one would have crippling debt, and no one would file for bankruptcy. Unfortunately, it’s not easy for everyone. At OWLFI, our team of financial advisors can help you manage your money to ensure you’re financially stable ...
  • How do retirement planning tax services help create a strategic plan?
    August 16, 2022 at 7:00 AM
    It’s not uncommon to take a year-by-year approach when it comes to your taxes. The tax laws are subject to change each year, and it can be a large sum of money to deal with. The task of having your taxes in order every year is a large enough task; it makes...
  • A Beginner’s Guide to Investment Portfolio Management
    July 9, 2022 at 7:00 AM

    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.

  • 5 Questions to Ask Your Retirement Tax Accountant
    July 9, 2022 at 7:00 AM

    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.

  • What retirement planning groups in Kansas City do for you
    June 8, 2022 at 7:00 AM

    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.

  • Why insurance is essential to strategic financial planning
    June 8, 2022 at 7:00 AM

    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.

  • 5 Things to Tell Your Lenexa Retirement Accountant ASAP
    May 23, 2022 at 4:30 PM

    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.

  • What challenges does OWLFI see for the financial industry?
    May 9, 2022 at 5:00 AM

    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.

  • Top Asset Protection Strategies for Retirement in Kansas
    May 9, 2022 at 9:30 PM

    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.

  • Why is OWLFI structured the way it is?
    April 27, 2022 at 5:00 AM

    Learn about the model of OWLFI and why we are structured the way we are for the benefit of our clients.

  • Will the increase in wages help people cope with inflation?
    April 18, 2022 at 5:00 AM

    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?

  • Is 40 Too Late to Start Planning For Retirement in Kansas?
    April 18, 2022 at 5:00 AM

    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.

  • Understanding the Fundamentals of Successful Retirement Planning
    April 7, 2022 at 5:00 AM

    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 to consult a retirement financial advisor in Kansas
    March 14, 2022 at 7:00 AM

    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.

  • Benefits of OWLFI’s strategic wealth management in Kansas City
    March 14, 2022 at 7:00 AM

    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.

  • What Financial Planners Recommend for Retirement Planning
    February 26, 2022 at 10:30 PM

    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.

  • How to Choose the Best Financial Advisor for Your Retirement
    February 12, 2022 at 7:00 AM

    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.

  • Strategic planning vs. traditional financial planning
    January 12, 2022 at 7:00 AM
    Planning for your future is an important piece to ensuring that you’re always financially secure. At OWLFI, we take financial planning seriously and want to help each of our clients reach their goals now and in the future. We offer strategic planning that ...
  • Why do I need a retirement tax accountant?
    January 12, 2022 at 7:00 AM
    There’s a lot that goes into planning for retirement. Not only do you need to make sure that you’re putting away enough money to meet your financial needs, but you also need to ensure that you’re going to have enough money after taxes. A retirement tax acc...
  • How your finances may change working with a personal CFO
    December 16, 2021 at 7:00 AM
    Managing your finances can be difficult. You have enough going on in your life that you probably don’t have time to keep an eye on your 401(k), other investments, and savings. You’re hoping things are growing according to your plan, but you might not know ...
  • Kansas intestacy laws: what happens if I die without a will?
    December 16, 2021 at 7:00 AM
    The world we live in is more unpredictable than it’s ever been. We hate to think about the worst happening to anyone in our family, but it’s essential to have a will to ensure our loved ones are protected. Kansas intestacy laws can muddy the water a bit if...
  • Financial Advisor Tips for Planning for Taxes in Retirement
    November 21, 2021 at 10:30 PM

    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.

  • Why Financial Advisors Suggest Planning for Retirement Now
    November 7, 2021 at 10:30 PM

    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.

  • Questions to ask before hiring a retirement planning group in Kansas City
    October 20, 2021 at 7:00 AM
    Planning for retirement is a big task. From making smart investments to making significant contributions to your 401(k) or IRA to knowing where you want to live, there’s a lot that goes into making sure that your plan is going to pay off in the end. Hiring...
  • What personal CFO services can do for you
    October 20, 2021 at 7:00 AM
    We get it, you’re busy. When you’re busy, it can be tough to manage all aspects of your finances on your own. You can hire out personal CFO services to help you manage your finances now and in the future. If you’ve never heard of or considered hiring a per...
  • 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