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

Bridget Sullivan Mermel CFP(R) CPA

Sep 30, 2024

Should You Refinance Your Mortgage?

Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...

Bridget Sullivan Mermel CFP(R) CPA

Jun 21, 2024

How Presidential Elections Impact the Stock Market: Data and Insights

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

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...