Briggs Wealth Advisors

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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 β€” and any changes you may encounter along the way.

Medicare is not free healthcare in retirement. πŸ₯Original Medicare has no annual out-of-pocket maximum, and it leaves out...
10/23/2026

Medicare is not free healthcare in retirement. πŸ₯

Original Medicare has no annual out-of-pocket maximum, and it leaves out routine dental, vision, hearing aids, and long-term custodial care entirely.

Our new post walks through what Parts A, B, C, and D actually cover, where the biggest gaps are, and how retirees typically fill them so their budget is not caught off guard.

Read more: https://www.bfgwealthadvisors.com/e360/blog/what-medicare-actually-covers-and-what-it-leaves-you-paying-for/

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

Lay out everything you plan to pack. Now put half of it back.Every seasoned traveler eventually learns the same secret: ...
10/22/2026

Lay out everything you plan to pack. Now put half of it back.

Every seasoned traveler eventually learns the same secret: nobody on your trip remembers your outfits, and laundry exists on every continent.

✈️ What a lighter bag actually buys you:

βœ… Travel days that feel like walks instead of cargo runs
βœ… Stairs, cobblestones, and train transfers that stop being a problem
βœ… Room to bring something home
βœ… Five fewer decisions every single morning

πŸŽ’ The trick is doing the layout a week early, so the second look happens with a clear head instead of at midnight before the flight.

The lighter the bag, the longer the trip feels. What is the one thing you always pack and never use?

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

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

πŸ”‘ Be honest: how much of your house do you actually live in?For some households the family home is still doing its job. ...
10/21/2026

πŸ”‘ Be honest: how much of your house do you actually live in?

For some households the family home is still doing its job. For others it is quietly charging rent in taxes, upkeep, and stairs for rooms nobody enters.

Seven questions score whether the house still fits the life.

Take the quiz: https://www.bfgwealthadvisors.com/e360/quiz/what-should-you-do-with-the-family-home/

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

πŸ“ˆ An RSU grant is not a bonus. It is salary that arrives as stock, on a schedule, with a tax bill attached.The day share...
10/20/2026

πŸ“ˆ An RSU grant is not a bonus. It is salary that arrives as stock, on a schedule, with a tax bill attached.

The day shares vest, their full value hits your W-2 whether you sell or not, and the default withholding often comes up short.

Our new post explains vesting, the dollar math, and the one question that settles hold versus sell.

Read more: https://www.bfgwealthadvisors.com/e360/blog/your-rsus-are-salary-that-happens-to-arrive-as-stock/

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

πŸ“‹ Most people who think they have a financial plan actually have a portfolio.A portfolio answers one question. A real pl...
10/19/2026

πŸ“‹ Most people who think they have a financial plan actually have a portfolio.

A portfolio answers one question. A real plan answers ten, from your retirement paycheck design to the estate documents everyone postpones.

Our new guide walks through every piece, plus the one-page inventory that gets you organized in an afternoon.

Download the guide: https://www.bfgwealthadvisors.com/e360/guides/what-a-real-financial-plan-actually-includes/

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

Two people own the same annuity. Their withdrawals get taxed completely differently.The difference is which money bought...
10/16/2026

Two people own the same annuity. Their withdrawals get taxed completely differently.

The difference is which money bought it.

πŸ’‘ An annuity inside an IRA is taxed like the IRA: withdrawals are generally ordinary income, full stop.

πŸ“Š An annuity bought with after-tax savings splits every dollar into two kinds: your original money comes back tax-free, but the growth is taxed as ordinary income, and under the usual rules the taxable growth is treated as coming out FIRST.

That last detail surprises owners constantly. Early withdrawals can be all taxable income until the gains are gone.

Before touching an annuity, know which kind you own and what a withdrawal actually triggers.

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

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

Four balances, four interest rates, one paycheck. Where do you even start? πŸ’°Most debt payoff advice online skips the par...
10/15/2026

Four balances, four interest rates, one paycheck. Where do you even start? πŸ’°

Most debt payoff advice online skips the part that actually matters β€” matching the method to how your brain works, not just the math.

Our latest post breaks down avalanche vs. snowball, when interest rate should override everything, and how tax treatment quietly changes which debt to tackle first.

πŸ“Š If you're juggling more than one balance, this is worth 6 minutes.

Read more: https://www.bfgwealthadvisors.com/e360/blog/how-to-prioritize-debt-payoff-when-you-have-multiple-balances/

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

πŸŽ“ By senior year, the numbers that decide your financial aid are already history.Aid formulas look back at earlier years...
10/14/2026

πŸŽ“ By senior year, the numbers that decide your financial aid are already history.

Aid formulas look back at earlier years, treat a student's savings harsher than a parent's, and hide loans inside impressive award letters.

Six questions test whether you know the rules while they can still help you.

Take the quiz: https://www.bfgwealthadvisors.com/e360/quiz/test-what-you-know-about-financial-aid/

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

Nonprofits are not short on volunteers. They are short on expertise.Decades of managing budgets, leading teams, or fixin...
10/13/2026

Nonprofits are not short on volunteers. They are short on expertise.

Decades of managing budgets, leading teams, or fixing systems translate directly to organizations that could never afford to hire those skills.

🀝 Board service, mentoring, and pro bono projects all count

πŸ’‘ Skills-based volunteering often feels more like contribution than obligation

🌱 Many people find the structure and purpose they missed after leaving work

The skills you spent a career building don't retire when you do.

What skill could you lend an hour a week?

Learn more at https://www.bfgwealthadvisors.com
For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

πŸŽ“ "What if my kid gets a scholarship? What if they skip college entirely?"The two fears that keep families from funding ...
10/12/2026

πŸŽ“ "What if my kid gets a scholarship? What if they skip college entirely?"

The two fears that keep families from funding 529s are the two most overrated fears in education planning, and the real rules are friendlier than almost anyone knows.

Our new handbook answers the what-ifs, including the leftover-money options most owners never hear about.

Download the guide: https://www.bfgwealthadvisors.com/e360/guides/the-529-owners-handbook/

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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