BIF Bites

Alternative investments don’t have to feel complicated. The BIF Bites crew breaks down real estate, commodities, hedge funds, collectibles, crypto, and private markets, plus the risks, diversification benefits, and suitability considerations you need to know for the CFP® exam.

Jerry, Tiffany, and Kaylee sit down for an insurance-focused conversation where they discuss key insurance gaps in long-term care, umbrella liability, and disability income coverage. They also talk about how to identify risks, evaluate existing resources, and recommend solutions to protect income, assets, and long-term financial stability through practical planning steps.

Join Tiffany and Kaylee this week as they turn retirement planning into a dating game! They introduce a self-employed entrepreneur to different retirement plans, helping her find her perfect match between SEP IRA, Solo 401(k), and other options while exploring how each plan balances contributions, taxes, and administrative complexity. 

Back-to-school season means education planning. The BIF team breaks down 529 plans, Coverdell ESAs, UGMAs/UTMAs, tax strategies, and the education funding calculations CFP® candidates need to know.

Download our free CFP® Exam Guide for a closer look at the exam structure, study timeline, key topics, and what to expect as you prepare for exam day.

Estate planning fact or fiction? The BIF crew puts common myths to the test, breaking down trusts, powers of attorney, estate taxes, and CFP® exam traps along the way.

Learn the key rules behind spousal Social Security benefits, including current vs. former spouse eligibility, common CFP® exam pitfalls, and planning strategies advisors should know.

Explore more with The BIF Review.

Test your CFP® knowledge with expert walkthroughs covering financial planning, insurance, investments, taxes, retirement strategies, and common exam pitfalls.

Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠⁠The BIF Review⁠⁠⁠⁠.

Celebrate the Fourth of July with a fun look at insurance planning. From fireworks mishaps to homeowners, auto, liability, and umbrella coverage, learn how different policies help protect you when celebrations don't go as planned.

Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠The BIF Review⁠⁠⁠.

Tiffany and Jerry return for Round 2 of CFP® Trivia Showdown. From bankruptcy chapters and Social Security rules to retirement planning and estate strategies, expect competition, laughs, and plenty of CFP® exam insights.

Don't just rely on BIF Bites! Get exam ready with ⁠⁠The BIF Review⁠⁠.

Think you can outscore Jerry and Tiffany? Join this CFP® exam trivia showdown covering tax, retirement, insurance, investments, and estate planning. Play along, test yourself, and claim bragging rights.

Don't just rely on BIF Bites! Get exam ready with ⁠The BIF Review⁠.