Get the Guide to Building Your Retirement Paycheck
Saving for retirement and spending in retirement are two different skills. This guide walks through how retirees turn accounts into income, with a worked example and the questions worth answering before your first withdrawal.
What's Inside
- How to translate a lifetime of savings into reliable monthly income
- The three income approaches most retirees choose between
- A worked example you can adapt to your own numbers
- The withdrawal-order decision that affects your taxes for decades
Get Your Resource Guide
Ronald J. Briggs Jr., FIC, CRPC®, is an industry veteran with more than four decades of experience and the founder of Briggs Financial Group, Wealth Advisors (BFG). Alongside his team of tax and risk mitigation specialists, Ron serves clients across the U.S. from dual national headquarters in Brighton, Michigan and Bonita Springs, Florida.
BFG grew out of a firm Ron founded in late 2010: Caitlin John Private Wealth Management, a fiduciary Registered Investment Advisor named for the middle names of his and his wife Kristin's two children. His vision was to build a fiduciary-based advisory practice capable of serving his clients and the generations that follow them.
The boutique feel and personalized experience Ron's clients came to expect drew the attention of other advisors, both locally and nationally, and the firm grew accordingly. Each of those advisors joined Caitlin John to practice under a truly independent, fiduciary RIA while keeping the individual brand and identity they had built in their own community.
