Bridget Sullivan Mermel CFP(R) CPAMar 24Tax Time: How to Find Your 1099 INT for Sold I BondsIn this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...
Bridget Sullivan Mermel CFP(R) CPAFeb 9Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...
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) CPAJan 10DAF vs QCD: The Jargon BattleIn this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPAJan 1IRS Estimated PaymentsIn this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...