Question of the Month (February 2021): Corporate Retirement Plan Eligibility

February 2021: FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans

December 2020: Who Pays for Vaccines, Mike Loves HSAs, Stop-Loss Insurance

Question of the Month (December 2020): Stop-Loss Provision

November 2020: Market Reaction to Election Results and Kiddie Tax redux

"Last Call" for the November 2020 CFP® Exam

September / October 2020: The Future of Our Industry

Question of the Month (August 2020): COBRA

Question of the Month (August 2020): Mortgage Ratios

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

August 2020: Breaking Into the Industry & Mini Question Palooza

July 2020: Monetary vs. Fiscal Policy, Impact of Reg BI

Question of the Month (July 2020): Economic Policy

Question of the Month (June 2020): Investment Suitability

Special Webinar Question: Financial Planning Process

Special Webinar Question: Annuities

Special Webinar Question: Characteristics, Uses and Taxation of Investment Vehicles

Special Webinar Question: Alternative Minimum Tax (AMT)

Special Webinar Question: Other Tax-Advantaged Retirement Plans

Special Webinar Question: Characteristics and Consequences of Property Titling

Special Webinar Question: Economic Concepts

Special Webinar Question: Property and Casualty Insurance

Special Webinar Question: Types of Investment Risk

Special Webinar Question: Tax Consequences of Property Transactions

Special Webinar Question: Intra-Family and Other Business Transfer Techniques

Special Webinar Question: Other Tax-Advantaged Retirement Plans

CFP Formula Series: Covariance

June 2020: Trend Following with Blueprint Investment Partners' CEO

Special Webinar Question: Tax Reduction/Management Techniques

Special Webinar Question: CFP Board’s Code of Ethics and Standards of Conduct

Special Webinar Question: Health Insurance and Health Care Cost Management

Special Webinar Question: Investment Strategies

Special Webinar Question: Other Tax-Advantaged Retirement Plans

Special Webinar Question: Gift and Estate Tax Compliance and Tax Calculation

A question for the BIF team...

Special Webinar Question: Types of Retirement Plans

Special Webinar Question: Disability Income Insurance (Individual)

Special Webinar Question: Financial Aid

Special Webinar Question: Bond and Stock Valuation Concepts

Special Webinar Question: Strategies to Transfer Property

Special Webinar Question: Fundamental Tax Law

Special Webinar Question: Social Security and Medicare

Special Webinar Question: Gift and Estate Tax Compliance and Tax Calculation

Special Webinar Question: Bond and Stock Valuation Concepts

Special Webinar Question: Income Tax Fundamentals and Calculations

Special Webinar Question: Education needs analysis

Special Webinar Question: Life Insurance (Individual)

May 2020: A conversation with CFP® Board's John Loper

A CFP® Exam Taker’s Guide to the SECURE Act

Question of the Month (April 2020): Refundable Tax Credits

April 2020: The CARES Act, Working from Home, Tax Credits

Tax Deductions are Cool, but Tax Credits are Like, Way Cooler

Advisors Can Flatten The Emotion Curve

Mini Bite: Charitable Deduction Limits

Bonus Episode: Exam Day Tips & Insights

March 2020: Bear Markets of the Past Century

Mini Bite: Non-Qualified Distributions from Roth IRAs

Mini Bite: Qualified Distributions from Roth IRAs

Question Palooza (February 2020): Tax Planning - Taxation of Rental Property Income

Question Palooza (February 2020): Introduction to Financial Planning - The Financial Planning Process

Question Palooza (February 2020): Insurance Planning - Disability Insurance

Question Palooza (February 2020): Investment Planning - Stock Options

Question Palooza (February 2020): Retirement Planning - Tax Treatment of Social Security Benefits

Question Palooza (February 2020): Estate Planning - Probate

Mini Bite: Step-Up in Basis at Death

February 2020: Exam Edition: The Question Palooza!

Mini Bite: Net Unrealized Appreciation

Mini Bite: FDIC Deposit Insurance

Mini Bite: Margin Call Calculation

January 2020: The SECURE Act - How will it affect you?

Benefits or Booby-Traps? The SECURE Act Brings New Retirement Laws

Question of the Month (January 2020): Retirement Plan Contributions

Mini Bite: Understanding Standard Deviation

Mini Bite: Buy-Sell Purchase Agreements (Entity Purchase)

Mini Bite: Homeowners Insurance Coinsurance Clause

Calculating Standard Deviation of a Two Asset Portfolio

December 2019: End of Year Planning

Question of the Month (December 2019): Tax Efficient Investing

November 2019: Behavioral Finance with Guest Host Brendan Flaherty

Question of the Month (November 2019): Performance Measures

Why Social Security Knowledge Pays Off for Financial Planners

An Exam Taker’s Guide to CFP® Board’s New Code of Ethics and Standards of Conduct

Scary Headlines and Investor Reactions

October 2019: Exam Edition with Guest Host Gary Wedge

Question of the Month (October 2019): Charitable Deductions

What I learned from Gary

Mortgage Amortization Calculation

Working with NPV and IRR

Practice Question: Another Kiddie Tax Calculation

So the yield curve is inverted... What does that really mean?

Question of the Month (September 2019): Kiddie Tax Calculation

September 2019: Kiddie Tax, Fiduciary Rules and Retirement "Alphabet Soup"

Working Through a College Planning Scenario

Practice Question: Roth IRA Tax/Penalty-Free Distribution

Study Tip: Time Management

Question of the Month (August 2019): Roth IRA Qualified Distribution

August 2019: Study Plans, Quiz Scores and Roths

Answers, Explanations and HP 12c Keystrokes for 5 TVM Practice Questions

5 TVM Practice Questions for the HP 12c

Time Value of Money: Finding Payments per Period

Time Value of Money: Finding Interest

Calculator Basics