Bridget Sullivan Mermel CFP(R) CPADec 12, 2023The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving StrategiesIn this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
Bridget Sullivan Mermel CFP(R) CPADec 4, 2023Selling I Bonds: Is It a Wise Financial Move?In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...
Bridget Sullivan Mermel CFP(R) CPANov 27, 2023Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPANov 15, 2023Should 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) CPANov 6, 2023The Impact of Presidential Party on Stock Returns: Best and Worst Presidents AnalyzedIn this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...