Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

Should you loan or give money to friends and family? It's a common dilemma, and today, Bridget and John dive into the best practices for...

Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...

In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...

In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...

In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...

In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...

Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...

Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...

When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...

Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....

Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...

Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...

October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...

If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...

Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...

If someone you know is celebrating a graduation, it's a great time to buy them a gift. We talk about 3 great graduation gifts that will...

Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...

“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...