Bridget Sullivan Mermel CFP(R) CPAMay 31Exploring Net Worth by AgeIn this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...
Bridget Sullivan Mermel CFP(R) CPAMar 20Understanding Fixed Annuities: How They Work and Making Informed Financial DecisionsIn this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...
Bridget Sullivan Mermel CFP(R) CPAJan 30The Value of Hiring a Financial Advisor for the Non-Super-RichIn 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) CPANov 27, 2023Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...