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Bridget Personal Finance
Money? Happiness? Let me introduce you! Personal finance is more than just watching the stock market and investing. Personal finance starts with your goals and values, then moves to saving, investing, taxes, managing your risks, and leaving a legacy!
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Retirement Planning For Inflation: 5 Reasons You Don't Need to Worry!
Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will affect their retirement expenses. It may not affect retirement as much as you might think. This week on Friends Talk Financial Planning, John and Bridget discuss the challenges and concerns surrounding inflation in retirement planning. They offer practical insights on how to manage inflation so you don't need to worry in retirement. They will di

Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024


Debunking Financial Myths: Savings and Debt Over Inflation and Economy
In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual, highlighting the top obstacles to financial security. From inflation and the economy to personal debt and savings, they offer insightful perspectives on how we can rethink these challenges and focus on actionable steps to achieve financial stability. Don’t miss their practical advice that can help you control your financial future! Link to the

Bridget Sullivan Mermel CFP(R) CPA
Jul 8, 2024


Stock Market and Inflation Trends: What Investors Need to Know
Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of inflation on investment portfolios. Whether you're feeling the pinch or just planning for the future, understand how today's economic climate could affect your financial decisions. Don't forget to subscribe for more valuable insights! Alliance of Comprehensive Planners: https://www.acplanners.org John's firm website: https://www.trinfin.com.

Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
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