Managing your money, emotions, and meaning of life...

Bridget Sullivan Mermel CFP(R) CPA

Dec 17, 2023

Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving

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

Bridget Sullivan Mermel CFP(R) CPA

Dec 12, 2023

The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies

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