Fee Only Financial Advisors Speak To You...

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

The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies

Bridget Sullivan Mermel CFP(R) CPA

Dec 12, 2023

The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies

In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...

Selling I Bonds: Is It a Wise Financial Move?

Bridget Sullivan Mermel CFP(R) CPA

Dec 4, 2023

Selling I Bonds: Is It a Wise Financial Move?

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...

Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0

Bridget Sullivan Mermel CFP(R) CPA

Nov 27, 2023

Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0

In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...

Smart House Selling: Expert Tips and Strategies from Financial Planning Pros

Bridget Sullivan Mermel CFP(R) CPA

Nov 27, 2023

Smart House Selling: Expert Tips and Strategies from Financial Planning Pros

In this episode of FTFP, John and Bridget discuss the challenges of selling a house and offer their insights and advice. From pricing...

Should You Consider Investing in I Bonds?

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...

The Impact of Presidential Party on Stock Returns: Best and Worst Presidents Analyzed

Bridget Sullivan Mermel CFP(R) CPA

Nov 6, 2023

The Impact of Presidential Party on Stock Returns: Best and Worst Presidents Analyzed

In this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...

Protecting Your Identity: 5 Important Tips

Bridget Sullivan Mermel CFP(R) CPA

Oct 29, 2023

Protecting Your Identity: 5 Important Tips

In this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...

Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase

Bridget Sullivan Mermel CFP(R) CPA

Oct 23, 2023

Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase

In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning...

Why is it hard for companies to stay on top?

Bridget Sullivan Mermel CFP(R) CPA

Oct 15, 2023

Why is it hard for companies to stay on top?

John Scherer and Bridget Sullivan Mermel discuss why it's difficult for companies to stay at the top and what investors can do about it....

Fee Only Financial Advisors Speak To You...

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

Call or email us.
We'd love the opportunity to connect.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Fee Only Financial Advisors Speak To You...

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

Call or email us. We'd love the opportunity to connect.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Call or email us.
We'd love the opportunity to connect.