Understanding Today’s Financial Environment
Welcome, we’re Engage Advisors, a financial planning organization in Overland Park, Kansas and Chicago, Illinois. We understand that unique financial challenges individuals face as they prepare for retirement. We specialize in medical, dental, business owners and executives. Our planning process can then be tailored to the needs of not only our core professions but most families and individuals in need of financial advice. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We take pride in our client experience, offering service that exceeds expectations coming from years of experience and education. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here’s a guide to explain all the parts of Medicare.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.