CFP® Questions & Misconceptions: Insurance Planning
In this week's episode, Mike Long flies solo as he navigates some of the biggest misconceptions that students have with 3 major...
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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.
January 05, 2024
In this week's episode, Mike Long flies solo as he navigates some of the biggest misconceptions that students have with 3 major...
December 08, 2023
This week, Mike shared some common misconceptions in Retirement Planning that he noted during the recently concluded November 2023...
May 21, 2020
CFP® Practice Question on Types of Retirement Plans. This question was covered during The Boston Institute of Finance's special...
May 21, 2020
CFP® Practice Question on Disability Income Insurance. This question was covered during The Boston Institute of Finance's special...
April 01, 2020
CFP® Practice Question on refundable tax credits.
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.
February 19, 2020
This video discusses the tax treatment of Roth IRA distributions that do not meet the qualified requirements.
February 17, 2020
This video explains the requirements for taking a "qualified" (income tax and penalty free) distribution from a Roth IRA.
February 15, 2020
CFP® Practice Question on taxation of rental property income.
February 12, 2020
CFP® Practice Question on the Financial Planning process.