Predictions, Tips & Letting Go

What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on explaining the changes that did make the cut. Before the SECURE 2.0 was passed, many ideas were put out there. In some cases advisors suggested taking pro-active action to avoid the negative impact of changes that ultimately haven't come to pass! Today on Friends Talk Financial Planning we’re going talk through six main ideas that are NOT

When you look for a financial advisor, there are three questions you absolutely must ask. Finding a financial advisor can be difficult. They all sound the same. They care about their clients and about helping people achieve their goals by making smart investments. How can a normal person make a smart choice when hiring financial planner? Bridget and John share three key questions to ask to put you in the driver’s seat: 1 - Are you a fiduciary? Fiduciary is legal jarg

Bridget Sullivan Mermel, CPF(R), CPA and John Scherer CFP(R) talk about how you can get more money with the stimulus money that passed recently. They cover the $600 stimulus checks, re-opening of PPP, or the Payroll Protection Plan, the new, 2021 version of PPP, and the new tax provisions for 2021. They specifically cover: How much to expect in stimulus checks Who is eligible for the new PPP loans The extension of unemployment benefits New tax provisions including extensi

Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about how to form effective goals and establish new habits. Resolutions are often forgotten after a day or two. We talk about how to make changes in baby steps to improve your situation. TRANSCRIPT Habits and Goals: be effective and happy while improving your life Bridget: Resolutions. Making changes. It's that time of year, and Friends are Talking Financial Planning. How do we make changes and resolutions with ou

Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market. Sometimes the stock market rising does mean it's a good time to adjust your investments. At other times, it makes most sense to stick with what you've been doing. Bridget and John help you understand which approach makes the most sense for you today. TRANSCRIPT Stock Market Up! Should I Sell? Bridget: The stock market’s high, but elect