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 27, 2023Smart House Selling: Expert Tips and Strategies from Financial Planning ProsIn this episode of FTFP, John and Bridget discuss the challenges of selling a house and offer their insights and advice. From pricing...
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) CPANov 6, 2023The Impact of Presidential Party on Stock Returns: Best and Worst Presidents AnalyzedIn this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...
Bridget Sullivan Mermel CFP(R) CPAOct 29, 2023Protecting Your Identity: 5 Important TipsIn this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...