Can you use I Bonds to pay for your grandchildren's college education tax-free? In this episode of Friends Talk Financial Planning, John...

Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...

Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...

In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....

In 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...

In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling 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...

I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...

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...

Athlete Investment Advice | Sloan Stevens and Blake Griffith are two athletes who were profiled in a recent article. Both detailed their...

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...

Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...

Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...