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

Bridget Sullivan Mermel CFP(R) CPA

Nov 28

Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!

Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...

Bridget Sullivan Mermel CFP(R) CPA

Nov 6

Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!

I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...

Bridget Sullivan Mermel CFP(R) CPA

Sep 2

Navigating Health Insurance Before Medicare: Tips for Early Retirees

Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...

Bridget Sullivan Mermel CFP(R) CPA

Jun 2

How Much Do You Really Need for Retirement? Survey Says $1.46 Million

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...

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...