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

Bridget Sullivan Mermel CFP(R) CPA

Sep 30

Should 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) CPA

Mar 20

Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions

In 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) CPA

Feb 8

Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

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,...