Bridget Sullivan Mermel CFP(R) CPA
Secure Act 2.0 Summary | 4 Facts for 2023
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...
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Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!
Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Year End Bear Market Tax Moves | Two ways to Benefit from Down Market
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...
Bridget Sullivan Mermel CFP(R) CPA
Dec 23, 2022
Investment Management vs Financial Planning | Making Jargon Arrests!
Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...
Bridget Sullivan Mermel CFP(R) CPA
Oct 9, 2022
Buy a New Car from Dealer: Car Salesman's Daughter Tells How
Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...
Bridget Sullivan Mermel CFP(R) CPA
Sep 25, 2022
Inflation = Opportunity | Take Action | Save Money!
Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18, 2022
Should I Take Student Loans if I Don't Need Them? | Free Money or Ball and Chain?
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...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18, 2022
3 Student Loan Mistakes to Avoid: Don't Miss Out!
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...
Bridget Sullivan Mermel CFP(R) CPA
Jul 9, 2022
Biggest Financial Mistake Parents Make | Grandparents Can Help, Too!
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...
Bridget Sullivan Mermel CFP(R) CPA
Jul 5, 2022
Can I Afford a Boat (or other splurge)?
John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2022
401k to IRA Pros and Cons | When to do it. When to Hold Off
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...
Bridget Sullivan Mermel CFP(R) CPA
Jun 18, 2022
Most Common Tax Mistake You May Be Making Now
The most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...
Bridget Sullivan Mermel CFP(R) CPA
Jun 16, 2022
How Do REITs Work in a Portfolio? | REIT Investing Explained
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...
Bridget Sullivan Mermel CFP(R) CPA
Jun 6, 2022
Is it Best to Pay Off Mortgage Before Retiring?
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...
Bridget Sullivan Mermel CFP(R) CPA
Apr 9, 2022
Net Worth by 40: Are You on Track?
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...
Bridget Sullivan Mermel CFP(R) CPA
Apr 3, 2022
Net worth at 30: How do you compare?
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...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2021
4 Mistakes People Make When They Find a Financial Planner
Finding a financial planner can be difficult. They all sound the same when they say they care about their clients. How can a normal...
Bridget Sullivan Mermel CFP(R) CPA
Nov 26, 2021
Make More in Donations and Pay Less in Tax
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...
Bridget Sullivan Mermel CFP(R) CPA
Nov 11, 2021
Fee-only or Fee-based financial advisor: What's the Difference?
What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...
Bridget Sullivan Mermel CFP(R) CPA
Nov 4, 2021
Which Employee Benefits for Me? Sorting Through Your Options During Open Enrollment
Confused about which employee benefits are right for you during open enrollment? You're not alone. This video helps you be smart and...
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