Fee Only Financial Advisors Speak To You...

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

Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses

Bridget Sullivan Mermel CFP(R) CPA

Sep 2

Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses

Can you use I Bonds to pay for your grandchildren's college education tax-free? In this episode of Friends Talk Financial Planning, John...

Bridget Sullivan Mermel CFP(R) CPA

Jun 24

Interest Rates & Stock Performance

Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...

How Presidential Elections Impact the Stock Market: Data and Insights

Bridget Sullivan Mermel CFP(R) CPA

Jun 21

How Presidential Elections Impact the Stock Market: Data and Insights

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...

Stock Market and Inflation Trends: What Investors Need to Know

Bridget Sullivan Mermel CFP(R) CPA

May 23

Stock Market and Inflation Trends: What Investors Need to Know

Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...

The Benefits and Risks of Putting 100% of Your Investments into Stocks

Bridget Sullivan Mermel CFP(R) CPA

Apr 15

The Benefits and Risks of Putting 100% of Your Investments into Stocks

In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...

Variable Annuities: The Truth About Guaranteed Rates of Return

Bridget Sullivan Mermel CFP(R) CPA

Apr 1

Variable Annuities: The Truth About Guaranteed Rates of Return

In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....

Tax Time: How to Find Your 1099 INT for Sold I Bonds

Bridget Sullivan Mermel CFP(R) CPA

Mar 24

Tax Time: How to Find Your 1099 INT for Sold I Bonds

In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...

Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions

Bridget Sullivan Mermel CFP(R) CPA

Mar 20

Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions

In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...

Bridget Sullivan Mermel CFP(R) CPA

Mar 9

Three Deadly Annuity Mistakes

In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...

Heart vs. Head in Financial Decisions: Choosing What Feels Right

Bridget Sullivan Mermel CFP(R) CPA

Feb 11

Heart vs. Head in Financial Decisions: Choosing What Feels Right

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...

Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!

Bridget Sullivan Mermel CFP(R) CPA

Feb 8

Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

Should You Invest in International Stocks?

Bridget Sullivan Mermel CFP(R) CPA

Jan 18

Should You Invest in International Stocks?

In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...

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,...

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...

Using I Bonds New Fixed Rate to Optimize Earnings

Bridget Sullivan Mermel CFP(R) CPA

Jun 11, 2023

Using I Bonds New Fixed Rate to Optimize Earnings

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...

Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?

Bridget Sullivan Mermel CFP(R) CPA

May 9, 2023

Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?

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...

Bridget Sullivan Mermel CFP(R) CPA

Apr 27, 2023

Athlete Investment Advice | We React!

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

Buying I Bonds Before Rates Drop? What's Best For You?

Bridget Sullivan Mermel CFP(R) CPA

Apr 17, 2023

Buying I Bonds Before Rates Drop? What's Best For You?

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...

Roth for Kids and Grandkids | Making it Easy and Legit!

Bridget Sullivan Mermel CFP(R) CPA

Mar 20, 2023

Roth for Kids and Grandkids | Making it Easy and Legit!

Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...

Annuities vs Bond Ladder | Which One is Right for You?

Bridget Sullivan Mermel CFP(R) CPA

Mar 13, 2023

Annuities vs Bond Ladder | Which One is Right for You?

Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...

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.