September 2021: Qualified Dividends... "Nothin like gettin paid."

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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 trust to function as an inflation hedge and generate a variable amount of annual income for a duration of 10 years. After expiration of the trust term, John would like the assets within the trust to pass to his son and daughter, who will be listed as the beneficiaries. He will use a portion of the windfall to make one initial contribution to the trust and plans to add additional assets incrementally throughout the trust term. Read More

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

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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

Special Webinar Question: Financial Planning Process

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

Special Webinar Question: Annuities

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More

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

This question is a part of BIF's Special Webinar series which was created to help students affected by the July 2020 CFP® Exam postponement to September 2020. Read More