top of page
Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
Search
Everything You Need To Know About Taxes In The New Trump Era
Join us as we discuss what we think is everything you need to know about taxes in the new Trump era! There is a lot of uncertainty...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9
Year End Tax Tips: 'Tis The Season To Save BIG With Tax Planning
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...
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2024
Tax Changes Post Election: What To Expect And How To Prepare
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...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 2024
Rich Taxes vs Poor Taxes
Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
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
Feb 9, 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...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024
bottom of page