Fee Only Financial Advisors Speak To You...

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

Debunking Financial Myths: Savings and Debt Over Inflation and Economy

Bridget Sullivan Mermel CFP(R) CPA

Jul 8

Debunking Financial Myths: Savings and Debt Over Inflation and Economy

In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...

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....

6 Essential Questions to Ask When Hiring a Financial Advisor

Bridget Sullivan Mermel CFP(R) CPA

Feb 19

6 Essential Questions to Ask When Hiring a Financial Advisor

In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...

Protecting Your Identity: 5 Important Tips

Bridget Sullivan Mermel CFP(R) CPA

Oct 29, 2023

Protecting Your Identity: 5 Important Tips

In this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...

Donating: Feel Less Regret, More Happiness!

Bridget Sullivan Mermel CFP(R) CPA

Jun 17, 2023

Donating: Feel Less Regret, More Happiness!

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

How to Protect Yourself from Identity Theft | Better Safe than Sorry!

Bridget Sullivan Mermel CFP(R) CPA

Apr 1, 2023

How to Protect Yourself from Identity Theft | Better Safe than Sorry!

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...

Buy a New Car from Dealer: Car Salesman's Daughter Tells How

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...

Is Buying an Annuity a Mistake? 5 Red Flags to Watch For

Bridget Sullivan Mermel CFP(R) CPA

Feb 26, 2022

Is Buying an Annuity a Mistake? 5 Red Flags to Watch For

Too often, buying an annuity is a mistake. It doesn't have to be. Watching for 5 simple, easy to identify red flags can help you avoid...

Fee-only or Fee-based financial advisor: What's the Difference?

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...

Pyramid schemes, Madoff victims, Scams, Schemes, and Swindles

Bridget Sullivan Mermel CFP(R) CPA

Jun 20, 2021

Pyramid schemes, Madoff victims, Scams, Schemes, and Swindles

How do you avoid getting scammed? Investments can seem legit, but it’s a house made of cards. We discuss the tell-tale signs of Pyramid...

Gamestop, Robinhood and Wise Financial Planning

Bridget Sullivan Mermel CFP(R) CPA

Feb 6, 2021

Gamestop, Robinhood and Wise Financial Planning

With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

Bridget Sullivan Mermel CFP(R) CPA

Dec 6, 2020

Gold and Silver: Is it time to buy?

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Bridget Sullivan Mermel CFP(R) CPA

May 17, 2014

Why Investments Smell

Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...

Bridget Sullivan Mermel CFP(R) CPA

Jun 22, 2009

Bert Whitehead Weighs in on Madoff...

Bert Whitehead writes about how to avoid Madoff-type schemes, as well as other traps and rip-offs. Don’t let you or someone you know...

Bridget Sullivan Mermel CFP(R) CPA

Mar 18, 2009

Don't Let Madoff Happen to You

I don't blame the Madoff investors for investing in his hedge fund. Truth is, we all make some mistakes when investing. But, like Ben...

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.