Bridget Sullivan Mermel CFP(R) CPAApr 27Mastering Money: 5 Personal Finance Fundamentals You Should KnowIn this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
Bridget Sullivan Mermel CFP(R) CPAApr 15The Benefits and Risks of Putting 100% of Your Investments into StocksIn this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPAApr 1Variable Annuities: The Truth About Guaranteed Rates of ReturnIn this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPAMar 20Understanding Fixed Annuities: How They Work and Making Informed Financial DecisionsIn this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...
Bridget Sullivan Mermel CFP(R) CPAMar 10Three Deadly Annuity MistakesIn this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...