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

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...

Bridget Sullivan Mermel CFP(R) CPA

Dec 17, 2023

Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving

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