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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

Nov 14, 2023

Should You Consider Investing in I Bonds?

In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...