Practice Question: Another Kiddie Tax Calculation
At only thirteen years old, Melissa Moore is a promising figure skater with dreams of Olympic competition. When she was born, her parents established a...
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CFP® Questions & Misconceptions: Retirement Planning
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“Isn’t it a P.I.T.I?”: A Mortgage Deep Dive
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Homes are one...
CFP® Questions & Misconceptions: Investment Planning
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CFP® Questions & Misconceptions: Tax Planning
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CFP® Exam Retaker’s Guide
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Mike,...
Content Marketing Strategies for Financial Advisors w/ Anthony Ruffalo
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Jerry and...
CFP Snake Draft: Cast Your Vote!
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CFP Snake Draft - Estate Planning
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It's the...
Exam Edition: Question Palooza 3.0!
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CFP Snake Draft - Retirement Planning
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Every single...
The Three Wise CFP® Warriors
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Each CFP®...
The Role of Empathy in Client Relationships (w/ Dr. Michael Thomas)
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Gaining Experience and Going the Distance w/ Hannah Moore
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Jerry and...
CFP Snake Draft - Tax Planning
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This week The...
Let's Build a Marketing Machine w/ Olivia Luper
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Anxiety & Success: A Complex Relationship (w/ Dr. Jennifer Serlin)
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Jerry and...
Dollars and Feelings: A conversation with financial therapist Nathan Astle
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CFP Snake Draft - Investment Planning
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CFP Snake Draft - Insurance Planning
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It's draft...
Is F.I.R.E. Still Possible in 2023? (w/ guest Chris Mamula)
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CFP Snake Draft - General Principles of Financial Planning
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Choosing the right tax entity for your business
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Starting line in the sunshine state w/ Robin Snell, CFP®
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July 2023 Exam Edition: Question Palooza 2.0 Disco Fever!
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Love, Grief, & Finances w/ Daniel Kopp, CFP®, MA, MS
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Estate Planning For Everyone
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Jerry and...
The light at the end of the CFP® tunnel w/ Jeff Sussman, CFP®
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Jerry sits...
Home Is Where The Heart Is
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Jerry and...
Triple S (Spousal Social Security)
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Jerry and...
Adam Helps a Listener Understand The Business Tax Gauntlet
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A listener...
Battle Royale: Adam, CFP® & Jerry, CFP® vs. ChatGPT
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I See… Uninsured People
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The Need-to-Know on SECURE Act 2.0
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Fellow...
One, Two, Buckle My Shoe
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Relationships, Divorces, & Taxes... It's Complicated
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How do you...
Breaking the Bank
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Gene's Path to CFP Exam Success
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Enrolled Agents, Represent!
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Social Security... "Mike, can I retire yet?"
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January 2023: When should constructive receipt be used?
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December 2022: The Nitty-Gritty on Inherited IRAs w/ Adam & Mike
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November 2022: Corralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education!
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Adam sits down...
November 2022: Inflation Adjusted Tax Numbers You Need to Know
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October 2022: Career Cha-Cha-CHANGERS w/ Dominique Henderson, CFP®
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Jerry and Adam...
The BIF Review - Our New Free Demo!
Over the past few months students have been asking us how The BIF Review is different? Our answer...
April 2022: Introducing The BIF Review.
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The BIF Bites...
March 2022 Exam Episode (2/3)
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March 2022 Exam Episode (3/3)
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On this...
March 2022 Exam Episode (1/3)
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CFP® Certification: The Experience Requirement
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CFP®...
BIF Success Stories: How Shirley Passed CFP® Exam
We are constantly impressed by our students at The Boston Institute of Finance. Juggling careers,...
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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On this...
Progressive Training Leads to Exam Day Success
“Motivation remains key to the marathon: the motivation to begin; the motivation to continue; the...
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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On this...
September 2021: Behavioral Finance... "I am no longer objective. I am on the boat with them trying not to sink."
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On this...
September 2021: Qualified Dividends... "Nothin like gettin paid."
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On this...
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...
August 2021: Inflation... "I'm not too worried about it."
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June 2021: Do Your Taxes Need to Know That You're Married?
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April 2021: Tax Hell, Net Unrealized Appreciation, Efficient Market Hypothesis
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Are you sick...
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!
The...
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!
...
February 2021: FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans
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The BIF guys...
December 2020: Who Pays for Vaccines, Mike Loves HSAs, Stop-Loss Insurance
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The vaccine is...
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!
...
November 2020: Market Reaction to Election Results and Kiddie Tax redux
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Brendan takes...
"Last Call" for the November 2020 CFP® Exam
The BIF guys held one "last round" before the November 2020 CFP® Exam!
September / October 2020: The Future of Our Industry
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2020 has...
Question of the Month (August 2020): COBRA
This question was discussed in detail during the August 2020 episode of the BIF Bites podcast!
For...
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...
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!
...
August 2020: Breaking Into the Industry & Mini Question Palooza
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This month we...
July 2020: Monetary vs. Fiscal Policy, Impact of Reg BI
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On this...
Question of the Month (July 2020): Economic Policy
This question was discussed in detail during the July 2020 episode of the BIF Bites podcast!
What...
Question of the Month (June 2020): Investment Suitability
This question was discussed in detail during the June 2020 episode of the BIF Bites podcast!
Your...
Special Webinar Question: Financial Planning Process
This question is a part of BIF's Special Webinar series which was created to help students affected...
Special Webinar Question: Annuities
This question is a part of BIF's Special Webinar series which was created to help students affected...
Special Webinar Question: Characteristics, Uses and Taxation of Investment Vehicles
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Special Webinar Question: Alternative Minimum Tax (AMT)
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Special Webinar Question: Other Tax-Advantaged Retirement Plans
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Special Webinar Question: Characteristics and Consequences of Property Titling
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Special Webinar Question: Economic Concepts
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Special Webinar Question: Property and Casualty Insurance
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Special Webinar Question: Types of Investment Risk
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Special Webinar Question: Tax Consequences of Property Transactions
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Special Webinar Question: Intra-Family and Other Business Transfer Techniques
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Special Webinar Question: Other Tax-Advantaged Retirement Plans
This question is a part of BIF's Special Webinar series which was created to help students affected...
CFP Formula Series: Covariance
Why is covariance important?
Covariance is a statistical measure that offers advisors information...
June 2020: Trend Following with Blueprint Investment Partners' CEO
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Jerry, Brendan...
Special Webinar Question: Tax Reduction/Management Techniques
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Special Webinar Question: CFP Board’s Code of Ethics and Standards of Conduct
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Special Webinar Question: Health Insurance and Health Care Cost Management
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Special Webinar Question: Investment Strategies
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Special Webinar Question: Other Tax-Advantaged Retirement Plans
This question is a part of BIF's Special Webinar series which was created to help students affected...
Special Webinar Question: Gift and Estate Tax Compliance and Tax Calculation
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A question for the BIF team...
What are you looking forward to most after lock down?
- Mike can’t wait to play with his grand kids...
Special Webinar Question: Types of Retirement Plans
This question is a part of BIF's Special Webinar series which was created to help students affected...
Special Webinar Question: Disability Income Insurance (Individual)
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Special Webinar Question: Financial Aid
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Special Webinar Question: Bond and Stock Valuation Concepts
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Special Webinar Question: Strategies to Transfer Property
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Special Webinar Question: Fundamental Tax Law
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Special Webinar Question: Social Security and Medicare
This question is a part of BIF's Special Webinar series which was created to help students affected...
Special Webinar Question: Gift and Estate Tax Compliance and Tax Calculation
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Special Webinar Question: Bond and Stock Valuation Concepts
This question is a part of BIF's Special Webinar series which was created to help students affected...
Special Webinar Question: Income Tax Fundamentals and Calculations
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Special Webinar Question: Education needs analysis
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Special Webinar Question: Life Insurance (Individual)
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May 2020: A conversation with CFP® Board's John Loper
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CFP® Board's ...
A CFP® Exam Taker’s Guide to the SECURE Act
The SECURE Act is the largest and most comprehensive update to the CFP® Exam material since the Tax...
Question of the Month (April 2020): Refundable Tax Credits
Your client has a $2,000 tax liability and a $3,000 refundable tax credit. How much of a tax refund...
April 2020: The CARES Act, Working from Home, Tax Credits
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The gang...
Tax Deductions are Cool, but Tax Credits are Like, Way Cooler
A critical area of personal finance for everyone to understand is the availability of tax credits....
Advisors Can Flatten The Emotion Curve
This is a guest blog written by the co-founder of Blueprint Investment Partners. For more great...
Bonus Episode: Exam Day Tips & Insights
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With the March...
March 2020: Bear Markets of the Past Century
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The BIF Bites...
Mini Bite: Non-Qualified Distributions from Roth IRAs
In this 5-minute video Mike discusses the tax treatment of Roth IRA distributions that do not meet...
Mini Bite: Qualified Distributions from Roth IRAs
In this 5-minute video, Mike discusses the requirements for taking a "qualified" (income tax and...
Question Palooza (February 2020): Tax Planning - Taxation of Rental Property Income
This question is discussed in the Practice Question Palooza question episode of the BIF Bites...
Question Palooza (February 2020): Introduction to Financial Planning - The Financial Planning Process
This question is discussed in the Practice Question Palooza question episode of the BIF Bites...
Question Palooza (February 2020): Insurance Planning - Disability Insurance
This question is discussed in the Practice Question Palooza question episode of the BIF Bites...
Question Palooza (February 2020): Investment Planning - Stock Options
This question is discussed in the Practice Question Palooza question episode of the BIF Bites...
Question Palooza (February 2020): Retirement Planning - Tax Treatment of Social Security Benefits
This question is discussed in the Practice Question Palooza question episode of the BIF Bites...
Question Palooza (February 2020): Estate Planning - Probate
This question is discussed in the Practice Question Palooza question episode of the BIF Bites...
Mini Bite: Step-Up in Basis at Death
In this 5-minute video, Mike discusses key points regarding basis adjustments in property...
February 2020: Exam Edition: The Question Palooza!
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Jerry, Mike,...
Mini Bite: Net Unrealized Appreciation
In this 5-minute video, Mike takes a quick look at an important tax-saving election that may be...
Mini Bite: FDIC Deposit Insurance
In this 5-minute video, Mike explains key aspects of FDIC Deposit Insurance. This is a relevant...
Mini Bite: Margin Call Calculation
In this 5-minute video, Mike explains how to calculate margin call amounts. Margin calculations are...
January 2020: The SECURE Act - How will it affect you?
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Jerry, Mike,...
Benefits or Booby-Traps? The SECURE Act Brings New Retirement Laws
The SECURE Act signed into law in late 2019 delivers new opportunities for employers to offer...
Question of the Month (January 2020): Retirement Plan Contributions
Harry and Emma, both age 71, file taxes as MFJ. Emma retired last year, and Harry continues to work...
Mini Bite: Understanding Standard Deviation
In this video we cover the basics of standard deviation, which is used by investors to quantify...
Mini Bite: Buy-Sell Purchase Agreements (Entity Purchase)
In this 5-minute video, Mike explains key aspects of Entity Purchase Buy-Sell Agreements....
Mini Bite: Homeowners Insurance Coinsurance Clause
In this 5-minute video, Mike explains a key aspect of homeowner’s insurance, the coinsurance...
Calculating Standard Deviation of a Two Asset Portfolio
In this video we demonstrate calculations and keystrokes for determining the standard deviation of...
December 2019: End of Year Planning
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In this...
Question of the Month (December 2019): Tax Efficient Investing
Your client sells common stock in The Coca-Cola Company (KO) at a loss to offset gains in other...
November 2019: Behavioral Finance with Guest Host Brendan Flaherty
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Jerry and Mike...
Why Social Security Knowledge Pays Off for Financial Planners
“I’d love to work part-time during retirement, but I am concerned that the government will take...
An Exam Taker’s Guide to CFP® Board’s New Code of Ethics and Standards of Conduct
CFP® Board has updated their Code of Ethics and Standards of Conduct. The November 2019 CFP® Exam...
October 2019: Exam Edition with Guest Host Gary Wedge
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Jerry and Mike...
Mortgage Amortization Calculation
In this video we demonstrate calculations and keystrokes for mortgage amortization schedules. We...
Working with NPV and IRR
Net Present Value is the difference between the present value of cash inflows and the present value...
Question of the Month (September 2019): Kiddie Tax Calculation
This year, Nancy, age 15, earns $3,000 babysitting. She also has $3,800 in interest from her UTMA,...
September 2019: Kiddie Tax, Fiduciary Rules and Retirement "Alphabet Soup"
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In this...
Working Through a College Planning Scenario
Properly planning for college is a very common challenge for parents and their financial planners....
August 2019: Study Plans, Quiz Scores and Roths
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Welcome to the...
Time Value of Money: Finding Payments per Period
Time value of money (TVM) is the concept that money available at the present time is worth more...
Time Value of Money: Finding Interest
The time value of money (TVM) is the concept that money available at the present time is worth more...
Calculator Basics
This video will help you to learn the basics of the HP 12c Financial Calculator.
Find more...