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) CPAMar 24Tax Time: How to Find Your 1099 INT for Sold I BondsIn this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...
Bridget Sullivan Mermel CFP(R) CPAMar 5Four Secrets Financial Advisors Don't Want You To KnowIn this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPAFeb 206 Essential Questions to Ask When Hiring a Financial AdvisorIn this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
Bridget Sullivan Mermel CFP(R) CPAJan 30Understanding RMDs and QCDsIn this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...