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) 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 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) CPAMay 9, 2023Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...
Bridget Sullivan Mermel CFP(R) CPAApr 17, 2023Buying I Bonds Before Rates Drop? What's Best For You?Buying Series I Bonds before the rates drops make sense for many people. The rate changes on May 1 for new purchases, but in 2023, you...