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Bridget Sullivan Mermel CFP(R) CPA
Oct 16, 2021
Should I buy I Bonds? How do I buy I Bonds?
Buying I bonds can be a smart way to keep up with inflation and earn more interest. But who should buy I Bonds? How do you actually go...
Bridget Sullivan Mermel CFP(R) CPA
Aug 2, 2021
Thinking about Renting Out Your Vacation Home? Consider this!
Bridget got a question this week--what are the pros and cons of renting out your vacation home? John is a CFP® who owns a vacation home....
Bridget Sullivan Mermel CFP(R) CPA
Jul 29, 2021
Tax Secrets: What ProPublica reports about Billionaires can Help You Save, Too!
Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...
Bridget Sullivan Mermel CFP(R) CPA
Mar 19, 2021
Tax Returns Done: Now What?
You got your tax form back from your tax preparer or printed it out from Turbo Tax. Now what? That’s we cover in this episode. You will...
Bridget Sullivan Mermel CFP(R) CPA
Mar 12, 2021
TAXES: DIY or hire help? How Taxes are Like Plumbing
Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about when hiring help doing your tax return helps save you money and avoid...
Bridget Sullivan Mermel CFP(R) CPA
Jan 9, 2021
Stimulus Update: Stimulus checks plus more PPP
Bridget Sullivan Mermel, CPF(R), CPA and John Scherer CFP(R) talk about how you can get more money with the stimulus money that passed...
Bridget Sullivan Mermel CFP(R) CPA
Dec 7, 2020
QCD: Qualified Charitable Distributions can save you money on taxes
Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2020
Tax Increases and Other Financial Predictions
Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning
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
Feb 25, 2010
Don't Worry About Tax Hikes
Don't believe the hype on tax hikes. And certainly don't spend precious energy worrying about them. A Kate and Joe were in yesterday. ...
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