Briggs Wealth Advisors

Briggs Wealth Advisors The future looks brighter when you’re more prepared.

We’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way.

When should you claim Social Security? The answer isn't one-size-fits-all. From spousal strategies to break-even analysi...
06/25/2026

When should you claim Social Security? The answer isn't one-size-fits-all. From spousal strategies to break-even analysis, understanding your options could mean thousands more in lifetime benefits. Read more to explore the key factors that may shape your decision.

Read more: https://www.bfgwealthadvisors.com/e360/blog/smart-social-security-claiming-strategies-how-to-maximize-your-lifetime-benefits/

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Here's a number that might surprise you: the average household spends over £5,000 annually on dining out and takeaways.W...
06/24/2026

Here's a number that might surprise you: the average household spends over £5,000 annually on dining out and takeaways.

We're not here to tell you to never enjoy a meal out — life is for living, after all.

But small, intentional shifts in your food and dining habits can potentially free up significant funds for your longer-term goals:

→ Consider meal planning to reduce impulse food purchases
→ Try the 'one in, one out' approach — balance a restaurant meal with home cooking
→ Review subscriptions like meal kits to ensure they're delivering real value
→ Build dining out into your budget as a planned expense, not an afterthought

The goal isn't deprivation. It's alignment.

When your spending reflects your priorities, you may find it easier to build your emergency fund, contribute to your pension, or work toward that deposit.

What's one dining habit you've changed that's made a difference to your finances? Share below 👇

Visit our website: https://www.bfgwealthadvisors.com

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Retirement isn't just about financial security—it's about having the freedom to spend quality time with the people who m...
06/23/2026

Retirement isn't just about financial security—it's about having the freedom to spend quality time with the people who matter most. Discover how thoughtful planning can help you make family connection a centrepiece of your retirement years. Read more on our latest blog.

Read more: https://www.bfgwealthadvisors.com/e360/blog/making-the-most-of-family-time-in-retirement-planning-for-what-matters-most/

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

One of the greatest gifts of retirement? Time to finally read those books gathering dust on your shelf.But here's someth...
06/23/2026

One of the greatest gifts of retirement? Time to finally read those books gathering dust on your shelf.

But here's something worth considering: the right reading material can do more than entertain — it may actually strengthen your financial confidence and enrich your perspective on this next chapter.

A few genres retired clients often find valuable:

📚 Personal finance books written specifically for retirees — covering topics like withdrawal strategies, healthcare planning, and legacy considerations

📚 Memoirs from people who've navigated meaningful retirements — sometimes the best lessons come from lived experience

📚 Books on purpose and fulfilment — because retirement planning extends well beyond the numbers

Reading can help you ask better questions, feel more informed in conversations with your adviser, and discover new ways to think about this season of life.

What's on your reading list right now? We'd love to hear your recommendations in the comments.

And if anything you're reading sparks questions about your own financial plan, that's exactly what we're here for.

Visit our website: https://www.bfgwealthadvisors.com

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Most homeowners assume their insurance covers everything—until they discover the hard limits and surprising gaps. We bre...
06/22/2026

Most homeowners assume their insurance covers everything—until they discover the hard limits and surprising gaps. We break down what standard homeowners policies actually protect, which high-value items fall through the cracks, and when umbrella and scheduled property riders become essential. If you've built assets over the years, your coverage may not have kept pace. Read more: https://www.bfgwealthadvisors.com/e360/blog/homeowners-insurance-coverage-gaps-what-standard-policies-may-not-protect/
For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Insurance

Here's something many people overlook when planning for retirement:It's not just about having enough money. It's about h...
06/22/2026

Here's something many people overlook when planning for retirement:

It's not just about having enough money. It's about having enough purpose.

After decades of work, retirement can feel liberating — but it can also feel surprisingly empty if you haven't thought about how you'll actually spend your time.

That's where hobbies and interests come in. Whether it's travel, golf, gardening, volunteering, or finally learning to paint — these pursuits aren't just nice-to-haves. They can be essential for your wellbeing and sense of fulfilment.

But here's the thing: hobbies cost money. And some cost more than others.

A good financial plan doesn't just cover the basics — it may also factor in the lifestyle you want to live. That might mean budgeting for club memberships, equipment, classes, or regular trips to see family.

Consider asking yourself:
✅ What activities bring me joy now that I'd like to do more of?
✅ Are there new skills or experiences I've always wanted to explore?
✅ How might my interests — and their costs — change over time?

Retirement planning works best when it's personal. Because ultimately, the goal isn't just to retire comfortably. It's to retire meaningfully.

If you'd like to explore how your lifestyle goals can shape your financial plan, we're here to help. Drop us a message or book a conversation today.

Visit our website: https://www.bfgwealthadvisors.com

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Retirement planning often focuses on portfolios and pension pots — and rightly so.But here's something worth considering...
06/19/2026

Retirement planning often focuses on portfolios and pension pots — and rightly so.

But here's something worth considering: the most fulfilled retirees typically share one thing in common. It's not a specific account balance.

It's strong family connections.

Whether it's:
→ Supporting grandchildren's education
→ Creating meaningful traditions together
→ Having open conversations about wealth transfer
→ Simply having more time for the people who matter most

Your retirement plan can be designed to reflect what truly matters to you — not just financially, but personally.

A good financial plan considers the whole picture. The holidays you want to take with loved ones. The milestones you want to be present for. The legacy you want to leave behind.

Because retirement isn't just a destination. It's a chapter of life that can be rich with purpose and connection.

What role does family play in your retirement vision? We'd love to hear your thoughts in the comments.

If you'd like to explore how your financial plan can support your family goals, feel free to get in touch.

Visit our website: https://www.bfgwealthadvisors.com

For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Address

1024 E. Grand River Avenue
Brighton, MI
48116

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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