When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...

Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...

Hi, this is Bridget Sullivan Mermel. Why financial planning? Why fee-only? What's important to John Scherer and I? The first time John...

Buying Series I Bonds before the rates drops make sense for many people. The rate changes on May 1 for new purchases, but in 2023, you...

It seems like every day we hear about new scams and new scandals with people stealing our identity. On this episode, we’ll talk about...

If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...

Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...

The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...

Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...

Individual 401Ks, otherwise known as Solo 401Ks, are retirement plans is specifically designed for self-employed individuals and small...

What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...

One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...

Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...

Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....

Spending for Happiness: There are some easy ways to spend some money and get more happiness. In this video we talk about the ins and outs...

Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...

Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...

Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...

I Bonds News: I bonds are one of our favorite investments. But now, with the new rates as of November 1st being down over 3% compared to...

Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...