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
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Is your estate in order? This short quiz may help you assess your overall strategy.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
An increasing number have been developed to help individuals with their personal finances.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How to help determine life insurance needs to provide for your family after you pass away.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
There are three things to consider before dipping into retirement savings to pay for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How does your ideal retirement differ from reality, and what can we do to better align the two?
How will you weather the ups and downs of the business cycle?