Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.
When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode of Friends Talk Financial Planning, John and Bridget delve into specific tax considerations you need to be aware of after losing a spouse. From understanding your filing status to utilizing deductions effectively, get practical insights to help during this challenging time. 🔔 Don’t forget to subscribe! It helps others find our valuable in
