Bridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel shares her personal experience of being hacked and provides...

In this episode, John and Bridget discuss the concentration of stocks in the market, particularly the so-called FANG stocks (Facebook,...

John and Bridget discuss the new rules introduced by the IRS regarding catch-up contributions for individuals over the age of 50. The...

John Scherer and Bridget Sullivan Mermel discuss the impact of inflation on retirement in this episode of Friends Talk Financial...

`Welcome to another episode of Friends Talk Financial Planning! In this installment, we delve into the world of the Fiduciary Standard—a...

I was recently quoted in a Wall Street Journal article: "The 'You-Make-a-Lot-of-Money Tax' Hits More Americans" by Laura Saunders. Here's...

Join us as we welcome a very special guest, Ken Robinson, the author of Don't Make a Budget: Why it's So Hard to Save Money and What to...

Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...

Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...

I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...

Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...

Money Buys Happiness But: Researchers have been trying to nail down how much money contributes to happiness for years. Daniel Kahneman...

The debt limit ceiling is worrying a lot of people. By the end of this episode, you'll know: What is causing the debt ceiling crisis;...

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...

Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...

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

Athlete Investment Advice | Sloan Stevens and Blake Griffith are two athletes who were profiled in a recent article. Both detailed their...

Will Schwab fail? Is @CharlesSchwab next to go down? With recent uncertainty at banks, Schwab is in the news for all the wrong reasons....

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...