WE Plan

“If you fail to plan, you are planning to fail”
– Benjamin Franklin

70% of wealthy families lose their wealth by the second generation and 90% by the third. 1  WealthEngage has a proprietary process that helps you visualize and execute a custom plan. This unique approach allows you to easily understand your progress, keeping you on track and towards your desired outcome. From risk management and estate planning to tax planning and income strategies, it is our privilege to be your guide while engaging with your heirs. Please enjoy our comments and, as always, feel free to share and write back.

1 2017 U.S. Trust Insights on Wealth and Worth® survey

* Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. As Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

Filling the Gap

August 21, 2019

If you are about to turn 65 or have a loved one who is, the conversation about Medicare is front and center. Medicare won't cover all your health-care cost during retirement. Medigap is a great option to "Fill the Gap".

Want to Have More FUN?

July 22, 2019

Want to have more fun? Financial organization can lead to an array of opportunities to enjoy life to its fullest. Learn the advantages of having everything in order.

Freedom vs. Liberty

June 16, 2019

There is a difference between freedom and liberty. Freedom is something we are all born with. You are free to do many things but you don't necessarily have the liberty to do them. At WealthEngage we understand that your wealth should do more than just provide you with peace of mind. It should LIBERATE you!


May 6, 2019

You heard it here first! The SECURE (Setting Every Community Up for Retirement Enhancement) Act, will potentially change the way you plan to leave your retirement accounts to your loved ones.

Advisor's Dilema

March 25, 2019

How do you know your advisor is looking out for you? What are the signs that show they are or aren't working in your best interest?

Opportunity Zones

March 4, 2019

Opportunity Zones started at the end of 2017 when President Trump signed into law the Tax Cuts and Job Act (TCJA). The act created a new way to invest in real estate and potentially defer tax on your appreciation.

Did You Know That You Cannot Disinherit Your Spouse?

February 8, 2019

Even if you prepare a will and leave nothing to your spouse in that will, does that mean that your spouse will receive nothing? No!

It Feels Like Autumn

October 11, 2018

For me, once Labor Day passes and school is in full swing I always feel that in a blink of an eye it’ll be Halloween.

Four Things Women Need to Know about Social Security

September 25, 2018

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income.

Annual Back to School Letter

August 27, 2018

Dear Clients and Friends,
Well, another school year has begun which means this is the time of year we like to remind you of some valuable information and important tips.

What Happens When You’re Gone?

July 5, 2018

Dear Friends,
Anna Kendrick sings “You’re going to miss me when I’m gone”

Are You Prepared?

June 29, 2018

Dear clients and friends,
Nine months ago, my family and I were preparing for a big event.

End of Year Planning Charitable Giving

December 6, 2017

Dear clients and friends,
As the year ends, it’s important to plan for taxes. This is especially true in a year where we might see significant changes to the tax code.

Wealth Fulfillment The structured planning and process to dynamically pursue your unique objectives. Read More
Investment Management A disciplined approach to prudently growing and preserving wealth and leaving a legacy. Read More
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