Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the right move for you. Join us as we discuss adjustable rate mortgages (ARMs), the benefits of a fixed 30-year mortgage, and key considerations when deciding whether to refinance. If you found this video helpful, please give it a thumbs up and hit that subscribe button. And be sure to check out the Alliance of Comprehensive Planners for more f

In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components of a fixed annuity, how it works, and why it differs from a variable annuity. If you're curious about whether buying a fixed annuity is a good idea, this video will provide valuable insights. John's firm website: https://www.trinfin.com Don't forget to subscribe to Friends Talk Financial Planning for more insightful discussions on financi

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They discuss what's in store for the stock market, interest rates, I Bond rates, and taxes, providing valuable insights into what the future might hold for your financial planning. Join the conversation as they explore how historical trends can impact the stock market, the potential trajectory of interest rates, and the relationship between inflation a

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds, providing listeners with valuable insights and practical tips to navigate this financial terrain. With a dynamic and conversational approach, they make the complex world of I bonds accessible to both seasoned investors and those new to financial planning. The hosts kick off the episode by breaking down the current rates of I bonds, offering a co