top of page
Contact Us
Join Our Mailing List
HOME
IS THIS YOU?
ABOUT US
We're Hiring!
SERVICES & FEES
FAQ
CHICAGO MONEY SHOW
BLOG
CLIENT CENTER
CONTACT
More
Use tab to navigate through the menu items.
Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
All Posts
Video
Taxes
Mortgages
Stock Market
Charitable Giving
Banking
Retirement
Money Saving Tips
Schemes & Scams
Real Estate
Investment Ideas
Money & Meaning
Search
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2024
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, 2024
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...
bottom of page