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Fee Only Financial Advisors Speak To You...
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Bridget Sullivan Mermel CFP(R) CPA
Mar 4, 2024
Four Secrets Financial Advisors Don't Want You To Know
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024
The Value of Hiring a Financial Advisor for the Non-Super-Rich
In this episode of Friends Talk Financial Planning, John and Bridget discuss the benefits of hiring a financial advisor and how it can be...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2024
DAF vs QCD: The Jargon Battle
In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPA
Jan 1, 2024
IRS Estimated Payments
In this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...
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