Bridget Sullivan Mermel CFP(R) CPAFeb 206 Essential Questions to Ask When Hiring a Financial AdvisorIn this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
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...