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 — and any changes you may encounter along the way.

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.

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

📊 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? 💰Most debt payoff advice online skips the par...
10/15/2026

Four balances, four interest rates, one paycheck. Where do you even start? 💰

Most debt payoff advice online skips the part that actually matters — 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.

📊 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.

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

🎓 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

💡 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.

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

🎓 "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.

👵 Nobody warns you that "grandparent" can quietly become a full-time job title.The first grandchild arrives, a pattern f...
10/09/2026

👵 Nobody warns you that "grandparent" can quietly become a full-time job title.

The first grandchild arrives, a pattern forms, and a year later your week looks nothing like you would have designed on purpose.

This post is a warmer take on how to be genuinely generous without disappearing from your own life. Bounded commitments, the money conversation nobody has, and what your grandkids actually remember.

Read more: https://www.bfgwealthadvisors.com/e360/blog/grandparenting-on-your-own-terms/

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

Couples plan the wedding for a year and the money for never.Money is one of the most common sources of conflict in marri...
10/08/2026

Couples plan the wedding for a year and the money for never.

Money is one of the most common sources of conflict in marriage, and most of it traces to conversations that never happened, not math that failed.

💬 The before-the-wedding checklist:

✅ Full disclosure: debts, credit scores, obligations, no surprises later
✅ The system: fully joint, fully separate, or yours-mine-ours
✅ The thresholds: what size purchase needs a conversation first
✅ The goals: whose student loans, which city, kids, and when to start investing seriously

None of these have one right answer. All of them have an expensive wrong time to discover you disagree.

One honest evening now beats years of assuming.

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

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

🏘 Depreciation feels like free money right up until the year you sell.Rental property has a rulebook that keeps score qu...
10/07/2026

🏘 Depreciation feels like free money right up until the year you sell.

Rental property has a rulebook that keeps score quietly: exchange deadlines, recapture, and the exclusion that does not apply to rentals.

Six questions test whether you know the rules that decide what owners actually keep.

Take the quiz: https://www.bfgwealthadvisors.com/e360/quiz/how-well-do-you-know-the-rules-of-property-investing/

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

Claiming Social Security at 62 is a permanent decision. Most people make it in an afternoon.💡 Our new post lays out the ...
10/06/2026

Claiming Social Security at 62 is a permanent decision. Most people make it in an afternoon.

💡 Our new post lays out the age-by-age numbers in one table, the reduction that never heals, the survivor benefit your spouse inherits, and the three situations where claiming early is genuinely the right call.

If 62 is anywhere on your horizon, read this before you file.

Read more: https://www.bfgwealthadvisors.com/e360/blog/what-claiming-social-security-early-really-trades-away/

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

📈 Two engineers, same salary, same equity grants. A decade later, one could retire early and the other is afraid to open...
10/05/2026

📈 Two engineers, same salary, same equity grants. A decade later, one could retire early and the other is afraid to open the spreadsheet.

The difference was never the grants. It was the system.

Our new guide is the missing manual for RSUs, options, and ESPPs: the tax moments, the concentration trap, and the discipline that builds actual wealth.

Download the guide: https://www.bfgwealthadvisors.com/e360/guides/turning-equity-compensation-into-actual-wealth/

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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