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Bridget Sullivan Mermel CFP(R) CPA
Sep 23, 2015
Give Money, Feel Happy
“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...
Bridget Sullivan Mermel CFP(R) CPA
Oct 13, 2014
How to be Charitable...and Hold Onto Your Money
You can inexpensively plan for a donation from your 401(k) while retaining access to the account if you need it. After they got married,...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13, 2013
Four Green Ways to Pay Less Tax
I beg to differ. As a comprehensive planner, I love to talk about the good you can do without investing a dollar. One great way is to...
Bridget Sullivan Mermel CFP(R) CPA
Jul 31, 2009
Clunkers Getting More Cash?
The cash for clunker program, which started on July 24th, was supposed to go through November, or when the money ran out. Problem is...
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