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Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!
Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...
Bridget Sullivan Mermel CFP(R) CPA
Nov 28, 2024


Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!
I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2024


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
Sep 2, 2024


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
Jun 3, 2024


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...
Bridget Sullivan Mermel CFP(R) CPA
Nov 15, 2023
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