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

Bridget Sullivan Mermel CFP(R) CPA

Apr 1

Variable Annuities: The Truth About Guaranteed Rates of Return

In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....

Bridget Sullivan Mermel CFP(R) CPA

Jan 30

Understanding RMDs and QCDs

In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...