Managing your money, emotions, and meaning of life...

Bridget Sullivan Mermel CFP(R) CPA

Navigating Health Insurance Before Medicare: Tips for Early Retirees

Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...

Bridget Sullivan Mermel CFP(R) CPA

How Much Do You Really Need for Retirement? Survey Says $1.46 Million

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...

Bridget Sullivan Mermel CFP(R) CPA

Should You Consider Investing in I Bonds?

In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...