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Bridget Sullivan Mermel CFP(R) CPA

Mar 24, 2024

Tax Time: How to Find Your 1099 INT for Sold I Bonds

In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...

Bridget Sullivan Mermel CFP(R) CPA

Dec 4, 2023

Selling I Bonds: Is It a Wise Financial Move?

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...

Bridget Sullivan Mermel CFP(R) CPA

Nov 14, 2023

Should You Consider Investing in I Bonds?

In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...

Bridget Sullivan Mermel CFP(R) CPA

May 9, 2023

Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?

Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...

Bridget Sullivan Mermel CFP(R) CPA

Apr 17, 2023

Buying I Bonds Before Rates Drop? What's Best For You?

Buying Series I Bonds before the rates drops make sense for many people. The rate changes on May 1 for new purchases, but in 2023, you...

Bridget Sullivan Mermel CFP(R) CPA

Jan 16, 2023

Don't Buy I bonds | Thought You'd Never Hear Us Say It!

Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...

Bridget Sullivan Mermel CFP(R) CPA

Nov 20, 2022

I Bonds News | Fixed Rate Explained | Blooper included!

I Bonds News: I bonds are one of our favorite investments. But now, with the new rates as of November 1st being down over 3% compared to...

Bridget Sullivan Mermel CFP(R) CPA

Oct 30, 2022

Should I Buy I Bonds Now & How I Bonds are like Old Fashioned Cocktails!

Should I buy I bonds now? There's an incentive because interest on the series I bond changes November 1st. In this video we'll explain: *...