BIF Bites

In this video, the BIF crew does a deep dive into CFP horror stories from the CFP Board's case files.

Questionpalooza is back! Join the BIF Bites team as they tackle six CFP® exam practice questions, break down tricky concepts, and share strategies to help you prepare.

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.