April 2021: Tax Hell, Net Unrealized Appreciation, Efficient Market Hypothesis

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Question of the Month (April 2021): Strong Form Vs Weak Form

This question was discussed in detail during the April 2021 episode of the BIF Bites podcast! Read More

Question of the Month (February 2021): Corporate Retirement Plan Eligibility

This question was discussed in detail during the February 2021 episode of the BIF Bites podcast! Read More

February 2021: FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans

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December 2020: Who Pays for Vaccines, Mike Loves HSAs, Stop-Loss Insurance

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Question of the Month (December 2020): Stop-Loss Provision

This question was discussed in detail during the December 2020 episode of the BIF Bites podcast! Todd has an unlimited major medical policy with a $350 deductible and 80/20 coinsurance to a $5,000 stop-loss. Todd has a claim of $10,000. How much must he pay out-of-pocket? Read More

November 2020: Market Reaction to Election Results and Kiddie Tax redux

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"Last Call" for the November 2020 CFP® Exam

The BIF guys held one "last round" before the November 2020 CFP® Exam! Click here to view the recording. Read More

September / October 2020: The Future of Our Industry

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Question of the Month (August 2020): COBRA

This question was discussed in detail during the August 2020 episode of the BIF Bites podcast! For how many days does the COBRA election period last? Read More