Managing your money, emotions, and meaning of life...

Figuring out if you want to buy I bonds now or wait until May can be confusing. With guaranteed interest rates on these savings bonds...

Figuring out how to pick investments for your 401K can be confusing. We tell you how we chose mutual funds in our own 401ks, what our...

The Larry David commercial during the Superbowl plus other ads play on our FOMO (fear of missing out) on crypto. Do you need to be afraid?...

Too often, buying an annuity is a mistake. It doesn't have to be. Watching for 5 simple, easy to identify red flags can help you avoid...

Millions of people around the world will watch the Super Bowl but few will think about lessons they can take from the game to apply to...

There is never a shortage of stock market predictions, but have any of those actually given insight into what is going to happen in any...

Invest, gamble, or speculate. John's going to Vegas. Is that to gamble? Invest? something in between? In this episode of Friends Talk...

There is a lot of news about stock market predictions for 2022, find out our outlook for 2022 and learn market predictions are worth your...

Socially Responsible Investing means lower returns to some people. It doesn't have to. In this video, we explain how to get market...

Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...

How should you think through buying bitcoin or other cryptocurrencies? Let’s face it: Bitcoin, Dogecoin, and other cryptocurrency are...

Inflation is going up, yet interest rates remain low. We talk about how I bonds are looking very appealing because they earn better...

We’re facing what might be an inflationary people and many people are worried about it. We talk about three ways your financial plan can...

We don’t know when the stock market will crash, but we do know that eventually it will go down. It may stay down for two to three years....

TRANSCRIPT John: There's a lot of news out there about the coming boom in the economy. What to do about that? Find out on this episode of...

Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...

With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....