Bridget Sullivan Mermel CFP(R) CPAMar 9Three Deadly Annuity MistakesIn this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...
Bridget Sullivan Mermel CFP(R) CPAJan 30Understanding RMDs and QCDsIn this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...