BIF Bites

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.