Skip to content
SELF ASSESSMENT

Do You Know When Your Retirement Accounts Need a Mid-Year Checkup

Summer is one of the best times to take a fresh look at your retirement savings strategy. Whether you've had a raise, switched jobs, or simply haven't looked at your contribution rate since open enrollment, a quick mid-year review can mean the difference between falling short and finishing the year strong. Answer these eight questions to see where your retirement accounts stand heading into the second half of 2026.


8 questions · ~4 minutes

Start the Quiz
Ronald Briggs
Ronald Briggs FIC, CRPC® Briggs Financial Group

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.