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.

What is a 401(k), really? 🤔Think of it as a retirement savings bucket you fill with money from your paycheck—before taxe...
05/22/2026

What is a 401(k), really? 🤔

Think of it as a retirement savings bucket you fill with money from your paycheck—before taxes are taken out.

Your employer might even chip in too (that’s called a match 💼).

The money grows over time—and you don’t pay taxes on it until you take it out later in retirement.

Simple idea. Big potential.

Want to learn how this fits into your retirement planning?

👉 Visit our website to explore more educational resources.

#401(k)

Retirement isn't just about finances—it's about living well. 🍳One often-overlooked retirement activity? Cooking.Here's w...
05/22/2026

Retirement isn't just about finances—it's about living well. 🍳

One often-overlooked retirement activity? Cooking.

Here's why time in the kitchen can be such a valuable part of your next chapter:

✅ It may help reduce food costs when you're living on a fixed income
✅ Preparing meals at home can support better health outcomes
✅ Learning new recipes keeps the mind engaged and curious
✅ Cooking for loved ones strengthens social connections
✅ It offers a creative, fulfilling way to structure your days

Good retirement planning considers more than just the numbers. It's about building a lifestyle that brings purpose, joy, and financial sustainability.

Whether you're years away from retirement or already there, think about the activities that will make this chapter meaningful for you.

What's one hobby you're looking forward to having more time for? Share in the comments below. 👇

Finally got the time to travel? Now the question is... WHERE? 🌍✈️Retirement can open up a whole world of possibilities (...
05/21/2026

Finally got the time to travel? Now the question is... WHERE? 🌍✈️

Retirement can open up a whole world of possibilities (literally). Here are some travel ideas worth dreaming about:

🚂 Slow travel by train through Europe — no rushing, just enjoying the journey
🏝️ Extended stays in warm destinations during winter months
🎒 Bucket-list adventures like the Northern Lights or African safaris
🚗 Epic road trips you never had time for (hello, Route 66!)
🛳️ River cruises that let you unpack once and see it all
👨‍👩‍👧 Multi-generational trips with the grandkids
🏡 Home exchanges to live like a local

The beauty of retirement travel? You can go when everyone else is at work, often finding better rates and fewer crowds. 😉

Of course, building travel into your retirement plan takes some thoughtful preparation. A solid financial strategy can help ensure your adventures are sustainable for years to come.

What's at the top of YOUR travel bucket list? Drop it in the comments! 👇

Your investments are just one piece of the puzzle.Effective wealth management typically encompasses much more than picki...
05/15/2026

Your investments are just one piece of the puzzle.

Effective wealth management typically encompasses much more than picking the right stocks or funds.

Here are the five pillars that may help you build lasting financial success:

💰 Investment Management — Aligning your portfolio with your goals and risk tolerance

📊 Tax Planning — Strategically positioning assets to help minimise tax burden over time

🔒 Risk Management — Protecting what you've built through appropriate insurance and diversification

📋 Estate Planning — Ensuring your wealth transfers according to your wishes

🎯 Financial Planning — Coordinating all elements into one cohesive strategy

The difference between managing money and managing wealth?

Integration.

When these pillars work together, they can create a foundation designed to support your financial life through every stage.

Consider reviewing your current approach — are all five pillars being addressed?

👉 Learn more: https://www.bfgwealthadvisors.com

Wondering if an annuity belongs in your retirement plan?With traditional pensions becoming rare, many retirees are looki...
05/15/2026

Wondering if an annuity belongs in your retirement plan?

With traditional pensions becoming rare, many retirees are looking for ways to create guaranteed income they can't outlive.

Here's what you should know about annuities:

🔒 They convert savings into predictable income streams
📈 Different types offer varying levels of risk and reward
💰 Earnings grow tax-deferred until withdrawal
⚠️ Fees, surrender charges, and complexity vary widely
✅ They may help address longevity risk in retirement

Annuities aren't right for everyone—but understanding how they work can help you make informed decisions about your retirement income strategy.

👉 Read the full article here: https://www.bfgwealthadvisors.com/e360/blog/understanding-annuities-a-guide-to-guaranteed-income-in-retirement/



https://www.bfgwealthadvisors.com/e360/blog/understanding-annuities-a-guide-to-guaranteed-income-in-retirement/

📘 Life insurance can feel overwhelming — not because of the product itself, but because of the language that surrounds i...
11/12/2025

📘 Life insurance can feel overwhelming — not because of the product itself, but because of the language that surrounds it.

Here are a few common terms, explained simply:

👉 Premium: The payment you make to keep your policy active.

👉 Beneficiary: The person (or people) you choose to receive the policy benefit.

👉 Cash Value: A feature of some policies that allows funds to build inside the plan.

👉 Term vs. Permanent: Term lasts for a set period; permanent is designed to last a lifetime.

Breaking down the jargon makes life insurance easier to understand — and easier to talk about.

📌 Want clarity beyond the basics? Visit https://www.bfgwealthadvisors.com/ or reach us at [email protected] / (810) 522-6685 to request an educational review of life insurance options and terminology.

Asset Management and Investment Advisory Services offered through Caitlin John, LLC (CJ). Ronald J. Briggs Jr. is an Investment Advisor Representative of CJ. BFG Wealth Advisors and CJ are separate entities and are not affiliated.

💬 Social Security will likely be one of your most important retirement income sources — but many people are surprised by...
11/10/2025

💬 Social Security will likely be one of your most important retirement income sources — but many people are surprised by how complex it can be.

Questions to consider:

👉 Do you know your full retirement age?

👉 Have you looked at how claiming early affects your monthly benefit?

👉 Are you factoring in taxes on Social Security income?

👉 Do you understand spousal and survivor benefit rules?

Preparation doesn’t mean having all the answers — it means knowing the right questions to ask.

📌 Ready to explore your Social Security options? Visit https://www.bfgwealthadvisors.com/ or connect with us at [email protected] / (810) 522-6685 to request an educational review of key benefits and claiming considerations.

Asset Management and Investment Advisory Services offered through Caitlin John, LLC (CJ). Ronald J. Briggs Jr. is an Investment Advisor Representative of CJ. BFG Wealth Advisors and CJ are separate entities and are not affiliated.

📝 Estate planning isn’t just for the wealthy — it’s about making sure your wishes are clear and your loved ones are supp...
11/06/2025

📝 Estate planning isn’t just for the wealthy — it’s about making sure your wishes are clear and your loved ones are supported.

Yet many people make these mistakes:

❌ Not having a will or trust in place

❌ Forgetting to update beneficiary designations

❌ Overlooking powers of attorney or health care directives

❌ Failing to account for changing laws or family circumstances

❌ Assuming estate planning is a “one-and-done” task

Each of these can create unnecessary confusion or conflict later on. Taking time to review and update your plan can make a meaningful difference.

📌 Want to learn more? Visit https://www.bfgwealthadvisors.com/ or contact us at [email protected] / (810) 522-6685 to request an educational review of your estate planning documents and explore ways to keep your plan up to date.

Asset Management and Investment Advisory Services offered through Caitlin John, LLC (CJ). Ronald J. Briggs Jr. is an Investment Advisor Representative of CJ. BFG Wealth Advisors and CJ are separate entities and are not affiliated.

🚫 Common Life Insurance Mistake: “Set it and forget it”Life changes—your policy should too.Marriage 💍, kids 👶, mortgage ...
10/24/2025

🚫 Common Life Insurance Mistake: “Set it and forget it”

Life changes—your policy should too.

Marriage 💍, kids 👶, mortgage 🏡, or even retirement can impact your coverage needs.

✅ Mistake to Avoid: Not reviewing your policy regularly.

It could leave loved ones under protected when it matters most.

💡 Pro tip: Revisit your life insurance every year or after major life events.

🚫 Outdated coverage could mean missed protection. We’ll help you avoid that. Connect with us at https://www.bfgwealthadvisors.com/ or [email protected] / (810) 522-6685.



Asset Management and Investment Advisory Services offered through Caitlin John, LLC (CJ). Ronald J. Briggs Jr. is an Investment Advisor Representative of CJ. BFG Wealth Advisors and CJ are separate entities and are not affiliated.

❓ Thinking about annuities but not sure where to start?Here are some quick answers to common questions:👉 What is an annu...
10/21/2025

❓ Thinking about annuities but not sure where to start?

Here are some quick answers to common questions:

👉 What is an annuity?

A financial product designed to help convert savings into income.

👉 Are all annuities the same?

No. There are different types, each with unique features.

👉 Why do people consider them?

They may provide ways to manage income needs and diversify a retirement strategy.

The key is understanding how annuities fit into your overall plan — and what questions to ask before making any decisions.

📌 Curious to learn more? Visit https://www.bfgwealthadvisors.com/ or reach us at [email protected] / (810) 522-6685 to request an educational consultation and explore how annuities may fit into your overall retirement strategy.

Asset Management and Investment Advisory Services offered through Caitlin John, LLC (CJ). Ronald J. Briggs Jr. is an Investment Advisor Representative of CJ. BFG Wealth Advisors and CJ are separate entities and are not affiliated.

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1024 E. Grand River Avenue
Brighton, MI
48116

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

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