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

Question of the Month (August 2020): Mortgage Ratios

This question was discussed in detail during the August 2020 episode of the BIF Bites podcast! The independent rule of thumb for PITI indicates that it should generally not exceed: Read More

Question of the Month (August 2020): Social Security Integration

This question was discussed in detail during the August 2020 episode of the BIF Bites podcast! Assume that an 8% money purchase plan is to be integrated with Social Security. What is the plan’s maximum permitted disparity? Read More