BIF Success Stories: How Shirley Passed CFP® Exam

We are constantly impressed by our students at The Boston Institute of Finance. Juggling careers, families and more while studying is the norm around here. Shirley did all of that and then some. She recently sat down with us to share her inspirational story that's filled with perseverance and determination. We hope you enjoy. Read More

December 2021: Roth IRA Distributions... "For Those About to Roth (We Salute You)"

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December 2021: Behavioral Finance... "Talkin' 'Bout Your Generation"

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Progressive Training Leads to Success on Exam Day

“Motivation remains key to the marathon: the motivation to begin; the motivation to continue; the motivation never to quit.” Read More

November 2021: Spousal IRAs... “So… I can deduct that?”

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October 2021: College Funding... "I don't even have kids yet and I'm saving."

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September 2021: Behavioral Finance... "I am no longer objective. I am on the boat with them trying not to sink."

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September 2021: Qualified Dividends... "Nothin like gettin paid."

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Question of the Month (August 2021): Trust Selection

John recently received a financial windfall from his deceased Aunt Helen. He would like to set up a trust to function as an inflation hedge and generate a variable amount of annual income for a duration of 10 years. After expiration of the trust term, John would like the assets within the trust to pass to his son and daughter, who will be listed as the beneficiaries. He will use a portion of the windfall to make one initial contribution to the trust and plans to add additional assets incrementally throughout the trust term. Read More

August 2021: Inflation... "I'm not too worried about it."

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