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Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
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Bridget Sullivan Mermel CFP(R) CPA
Mar 24, 2024
Tax Time: How to Find Your 1099 INT for Sold I Bonds
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...
Bridget Sullivan Mermel CFP(R) CPA
Feb 28, 2024
A Day in the Life of a Financial Planner
Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...
Bridget Sullivan Mermel CFP(R) CPA
Feb 19, 2024
6 Essential Questions to Ask When Hiring a Financial Advisor
In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
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