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SELF ASSESSMENT

Which Tax-Advantaged Account Are You Underusing Right Now

Beyond your retirement accounts, there are several tax-advantaged tools that can save you thousands of dollars each year. Accounts like HSAs, 529 plans, and FSAs each offer unique benefits depending on your health coverage, family size, and financial goals. Answer these seven questions to find out where you may be leaving tax savings on the table this summer.


7 questions · ~4 minutes

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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.