The BIF Bites Financial Planning Podcast

Mike and Adam Brendan discuss Roth IRA distributions in detail. Mike shares his stop light trick, which has helped many of his...

Adam and Brendan discuss the different behavioral biases exhibited by each American generation.

The Boston Institute of Finance (BIF) believe that progressive training can and does lead to success on CFP Exam day.

Mike and Jerry consider the role of Spousal IRAs in light of the "great resignation."

Adam and Jerry discuss the 3-step approach used for college funding calculations. This same approach is used whenever someone...

Adam and Brendan discuss the importance of holding steady and sticking to the plan regardless of what the market is doing...

So that old stock finally paid a dividend. How much is the tax man gonna get you for? The BIF guys discuss.

CFP® Practice Question on Inflation.

Inflation is on the rise, but what does history have to say? The BIF guys discuss.

Upcoming changes to the CFP® exam and working with clients that choose married filing singly tax treatment.