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

Bridget Sullivan Mermel CFP(R) CPA

Dec 21

Take Advantage Of Tax Planning To Save Big On Taxes In 2024!

Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...

Bridget Sullivan Mermel CFP(R) CPA

Oct 27

Should You Do a Roth Conversion? Key Factors to Consider

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....