Bridget Sullivan Mermel CFP(R) CPASep 30Should 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) CPAJun 21How Presidential Elections Impact the Stock Market: Data and InsightsWith 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) CPADec 17, 2023Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable GivingIn this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
