Bridget Sullivan Mermel CFP(R) CPAApr 1Variable Annuities: The Truth About Guaranteed Rates of ReturnIn this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPAJan 30Understanding RMDs and QCDsIn this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPANov 27, 2023Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPANov 15, 2023Should You Consider Investing in I Bonds?In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...
Bridget Sullivan Mermel CFP(R) CPAOct 11, 2023Retirement Account Withdrawal Rules: Exceptions to the Age 59 ½ RequirementBridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...