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.

Retirement is the perfect time to invest in your health — but have you factored sports and fitness into your financial p...
09/02/2026

Retirement is the perfect time to invest in your health — but have you factored sports and fitness into your financial plan? From golf memberships to gym subscriptions, discover how to budget for an active lifestyle in your golden years. Read more on our latest blog.

Read more: https://www.bfgwealthadvisors.com/e360/blog/staying-active-in-retirement-how-sports-and-fitness-can-enhance-your-golden-years/

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

A business you can't step away from is a job, not an asset.Many owners assume the business will fund their retirement. T...
09/01/2026

A business you can't step away from is a job, not an asset.

Many owners assume the business will fund their retirement. That only works if someone is ready and able to buy it, at a price that holds up.

✅ Know what the business is actually worth today
✅ Identify who could realistically take over
✅ Give the transition years, not months

The owners who exit well usually start planning long before they plan to leave.

If you stepped back next year, who would run your business?

Visit our website: https://www.bfgwealthadvisors.com
For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

📋 A GLWB rider promises retirement income you cannot outlive, but the mechanics behind that promise are often misunderst...
08/31/2026

📋 A GLWB rider promises retirement income you cannot outlive, but the mechanics behind that promise are often misunderstood.

This guidebook breaks down how benefit bases differ from account values, how your age at first withdrawal affects your income, and the contract provisions that could reduce your guarantees.

🔍 If you're evaluating annuity riders as part of your retirement income plan, this is a clear-eyed look at what you're actually buying.

Get the guidebook: https://www.bfgwealthadvisors.com/e360/guides/how-guaranteed-lifetime-withdrawal-benefits-protect-your-retirement-paycheck/

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

The first week of retirement feels like a long weekend. So does the second.By week four, a lot of new retirees start not...
08/28/2026

The first week of retirement feels like a long weekend. So does the second.

By week four, a lot of new retirees start noticing that Tuesday and Saturday feel exactly the same. 🗓️

The fix is not more scheduling. It is a few well-placed anchors across the week that give it shape without cramming it.

Read more: https://www.bfgwealthadvisors.com/e360/blog/redesigning-your-week-when-every-day-is-saturday/

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

Your RMD can fund your favorite charity tax-free.💰 If you're 70½ or older with a traditional IRA, a Qualified Charitable...
08/27/2026

Your RMD can fund your favorite charity tax-free.

💰 If you're 70½ or older with a traditional IRA, a Qualified Charitable Distribution lets you send money directly to a qualifying charity. It counts toward your required minimum distribution but never hits your adjusted gross income.

That single move can ripple across your entire tax picture:

✅ Lower AGI means potentially lower Medicare Part B and D premiums
✅ Less of your Social Security benefit becomes taxable
✅ You support causes you love without itemizing deductions

📊 The key details: the distribution must go directly from your IRA custodian to the charity (not to you first), and the charity must be a qualified 501(c)(3). Donor-advised funds and private foundations do not qualify.

🎯 Common mistake? Taking the distribution personally and then writing a check. That's just a regular withdrawal, fully taxable.

If you're planning year-end giving or helping aging parents coordinate RMDs, this strategy deserves a close look. Have you used a QCD before?

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

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

How much of your business value depends on you showing up tomorrow? 🔑For most owners, the honest answer is uncomfortable...
08/26/2026

How much of your business value depends on you showing up tomorrow? 🔑

For most owners, the honest answer is uncomfortable, and it is also the gap between a business that sells and one that cannot.

Five questions measure your company’s readiness to run without you.

Take the quiz: https://www.bfgwealthadvisors.com/e360/quiz/could-your-business-run-without-you/
For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

📊 Your risk tolerance score is only half the picture. Your time horizon often matters even more when building a portfoli...
08/25/2026

📊 Your risk tolerance score is only half the picture. Your time horizon often matters even more when building a portfolio.

This post breaks down how allocation decisions should shift depending on whether your goal is 5 years away or 25, and walks through a practical "bucket" framework you can use to match your investments to your actual timeline.

🔗 Read more: https://www.bfgwealthadvisors.com/e360/blog/building-a-portfolio-that-actually-matches-your-timeline/

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

Your savings has a job change coming. 💼For decades it only had to grow. In retirement it has to pay you, every month, in...
08/24/2026

Your savings has a job change coming. 💼

For decades it only had to grow. In retirement it has to pay you, every month, in any market.

Our new guide walks through how retirees build a reliable monthly paycheck, with a worked example and the withdrawal-order decision most people miss.

Read more: https://www.bfgwealthadvisors.com/e360/guides/building-your-retirement-paycheck/
For informational purposes only. Investment Advisory Services offered through SimplyRIA Advisor Network.

Saving money and creating income are two different skills.Decades go into building retirement savings. Then the question...
08/21/2026

Saving money and creating income are two different skills.

Decades go into building retirement savings. Then the question flips: how do you turn a balance into a monthly paycheck?

💵 An immediate annuity converts a lump sum into income that starts right away

🔒 Payments continue for life or a set period, backed by the issuing insurance company

⚖️ The trade-off is real: you give up access to that lump sum

It isn't for every dollar you own. For some households, covering essentials with predictable income makes the rest easier to invest.

Learn more at 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

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

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