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

Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...

Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...

Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...

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

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...

In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...

In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...

In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...