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Top 10 Tax Deductions to Maximize Your Refund in the New Year

Top 10 Tax Deductions to Maximize Your Refund in the New Year

by Admin | Jan 2, 2024 | Unordered Posts

As a new year dawns, it’s prime time to consider the impending tax season and how strategic deductions can significantly impact your potential refund. Understanding the variety of deductions available can work wonders in reducing your taxable income and...
Healthy Resolutions: Leveraging Medicare Benefits for a Healthier 2024

Healthy Resolutions: Leveraging Medicare Benefits for a Healthier 2024

by Admin | Jan 2, 2024 | Unordered Posts

As we welcome the dawn of another year, the tradition of setting resolutions to enhance our lives takes center stage. Among the myriad of aspirations, a recurrent pledge often involves improving our health. For Medicare beneficiaries, the dawn of 2024 marks an...
New Year, New Habits: Cultivating Positive Changes

New Year, New Habits: Cultivating Positive Changes

by Admin | Jan 2, 2024 | Unordered Posts

As the calendar turns and a new year beckons, it presents an opportune moment for self-reflection and renewal. The onset of a fresh year often brings with it a surge of motivation and the desire to instigate positive changes in our lives. Among the myriad of...

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Meet Your Local Advisor:

Ron Briggs, a 36-year industry veteran, founded Caitlin John Private Wealth Management in 2010. The inspiration and namesake of Caitlin John was conceived from Ron and his wife Kristin’s two children’s middle names. The vision then was to build a fiduciary-based advisory firm to continue serving his clients and grow his practice. The boutique feel and personalized experience that Ron’s clients felt spread to other Advisors both locally and nationally and enabled the Firm to grow exponentially to this date. Each of these Advisors came to Caitlin John to be part of our independent SEC Registered Investment Advisor (RIA) firm with their own individual brand they built in their local community. With that being said, Ron is proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its national headquarters located in Brighton, Michigan.



(810) 522-6685



info@bfgwealthadvisors.com



www.bfgwealthadvisors.com



1024 E. Grand River Ave.

Brighton MI, 48116

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Compliance Statement:

The content found on this website has been developed from various sources that are believed to be providing accurate information. None of the content on this website is intended as tax, financial, or legal advice. Please consult with a legal, financial, or tax professional for specific information regarding your individual situation. The content and materials found on this website are intended to create client awareness and for educational purposes. Additionally, to promote interest in the various subject matter and services that may be offered through the Briggs Financial Group. Materials on this website do not address any individual’s specific situation and are not to serve as the basis for any investment decision or advice and should not be construed as a solicitation to invest. The content herein is based on the latest information available to the public and, while deemed to be accurate, is not guaranteed. Numerical information, charts, graphs, formulas, calculations and data set, etc. are for example and illustrative purposes only. For additional information, please contact the Briggs Financial Group Wealth Advisors or your Investment Advisor directly.

Asset Management and Investment Advisory Services provided by the Investment Advisor Representatives of the Briggs Financial Group are offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll-Free 877-238-1680. The Briggs Financial Group, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.

In general, as related to investing and investment strategies, there is potential for profit as well as the possibility of loss, including the loss of Principal. Past performance does not guarantee future returns. Investors should thoroughly evaluate their financial goals, objectives, and risk tolerance with their Advisor before investing.

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