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

Bridget Sullivan Mermel CFP(R) CPA

Sep 2, 2024

Prepare for 2026 Tax Rate Changes: Strategies

Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...

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

Jan 1, 2024

IRS Estimated Payments

In this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...