Individual 401Ks, otherwise known as Solo 401Ks, are retirement plans is specifically designed for self-employed individuals and small...

One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...

Secure Act 2.0 Summary. The late December passage of the Secure Act 2.0 means that a lot of us missed it. Those of us paying attention...

Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....

Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...

Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...

Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...

Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...

Should I Take Student Loans If I Don't Need Them? Are you missing out by not taking student loans? We’re going to talk about the pros...

3 Student Loan Mistakes To Avoid. With the new rules on student loans, there is a lot of confusion, and a lot of opportunity. But, you...

What's the biggest financial mistake that parents make when having a child? That's the topic of this video. We won't be coy here: it's...

John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...

Rolling your 401K to an IRA used to be automatic advice, but it might not be a great idea. We talk about when to do it, and when to hold...

The most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...

Real estate investing can be made easy with REITS, or real estate investment trusts. But many people don't know how REITs work in a...

Should you pay off your mortgage before you retire? Is it best to pay of your mortgage before retiring? What are the pros and cons of...

Is your net worth by age 40 putting you on track to retire? This is an important question we often get as fee only financial planners. We...

Is your net worth at 30 on the right track? We talk about how to figure that out. First, we talk about elements of net worth. What is...

Finding a financial planner can be difficult. They all sound the same when they say they care about their clients. How can a normal...

If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...