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.
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Helpful Content
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?