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 in some time. Mike and Jerry cover...
WELCOME TO
The BIF Bites weekly podcast covers topics that are important to those seeking CFP certification and really anyone who wants to better understand the financial services industry in general.
May 01, 2020
The SECURE Act is the largest and most comprehensive update to the CFP® Exam material in some time. Mike and Jerry cover...
April 01, 2020
Tax credits can be more beneficial than tax deductions because a tax credit is a direct reduction in one’s tax liability.
March 26, 2020
What incredible times we are living through right now. About six weeks ago here in the United States all seemed quiet and strong....
January 01, 2020
The SECURE Act delivers broader access to retirement plans for employees, but is there a tax trap in the legislation that could...
November 01, 2019
Financial planners must maintain a working knowledge of Social Security to provide sound advice to clients regarding retirement...
October 22, 2019
CFP® Board has updated their Code of Ethics and Standards of Conduct. This video breaks down what test takers need to know with...
October 01, 2019
Maintaining objective long-term investment plans is difficult. Being aware of common traps helps us make more effective investment...
October 01, 2019
I hope these lessons will help new students that are just embarking on the CFP process along with current students that are...
September 01, 2019
What exactly is the yield curve? What causes the yield curve to invert? Are we headed for a recession?