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

Bridget Sullivan Mermel CFP(R) CPA

Mar 24

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

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...