Bridget Sullivan Mermel CFP(R) CPA4 hours agoMastering Money: 5 Personal Finance Fundamentals You Should KnowIn this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
Bridget Sullivan Mermel CFP(R) CPAApr 15Is Home Ownership Slipping Away From Americans?In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...
Bridget Sullivan Mermel CFP(R) CPAApr 15The Benefits and Risks of Putting 100% of Your Investments into StocksIn this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
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) 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...