Fee Only Financial Advisors Speak To You...

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

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...

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...

Banks Fail 2023 | FDIC Insurance Explained

Bridget Sullivan Mermel CFP(R) CPA

Mar 27, 2023

Banks Fail 2023 | FDIC Insurance Explained

If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...

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...

Number One Financial Skill for Retirement | Plus How to Make it Easy!

Bridget Sullivan Mermel CFP(R) CPA

Mar 13, 2023

Number One Financial Skill for Retirement | Plus How to Make it Easy!

The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...

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...

Recession-Proof Your Finances | Us vs ChatGPT

Bridget Sullivan Mermel CFP(R) CPA

Feb 27, 2023

Recession-Proof Your Finances | Us vs ChatGPT

Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...

Mutual Funds vs Exchange Traded Funds | Which Do You Want?

Bridget Sullivan Mermel CFP(R) CPA

Feb 20, 2023

Mutual Funds vs Exchange Traded Funds | Which Do You Want?

Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...

How is Football Like Financial Planning? | Special Superbowl Episode!

Bridget Sullivan Mermel CFP(R) CPA

Feb 12, 2023

How is Football Like Financial Planning? | Special Superbowl Episode!

Financial planning can be compared to playing football in many ways. Just as a football team needs both an offense and a good defense,...

Individual 401ks | Save Tax While Saving Big for Retirement

Bridget Sullivan Mermel CFP(R) CPA

Feb 12, 2023

Individual 401ks | Save Tax While Saving Big for Retirement

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

What's NOT in SECURE Act 2.0 | What Didn't Make the Cut

Bridget Sullivan Mermel CFP(R) CPA

Jan 31, 2023

What's NOT in SECURE Act 2.0 | What Didn't Make the Cut

What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...

Convert 529 to Roth | How's This Going to Work?

Bridget Sullivan Mermel CFP(R) CPA

Jan 22, 2023

Convert 529 to Roth | How's This Going to Work?

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...

Don't Buy I bonds | Thought You'd Never Hear Us Say It!

Bridget Sullivan Mermel CFP(R) CPA

Jan 16, 2023

Don't Buy I bonds | Thought You'd Never Hear Us Say It!

Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...

Secure Act 2.0 Summary | 4 Facts for 2023

Bridget Sullivan Mermel CFP(R) CPA

Jan 10, 2023

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...

Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!

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....

Spending for Happiness | Easy Way to Improve Relationships

Bridget Sullivan Mermel CFP(R) CPA

Jan 2, 2023

Spending for Happiness | Easy Way to Improve Relationships

Spending for Happiness: There are some easy ways to spend some money and get more happiness. In this video we talk about the ins and outs...

Year End Bear Market Tax Moves | Two ways to Benefit from Down Market

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...

Investment Management vs Financial Planning | Making Jargon Arrests!

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...

Emotional Hurdles of Retirement: Two Surprising Challenges

Bridget Sullivan Mermel CFP(R) CPA

Dec 22, 2022

Emotional Hurdles of Retirement: Two Surprising Challenges

Two Emotional Hurdles of Retirement: Retirement is great, but can feel a lot different than you expect, especially at first. We see that...

Bridget Sullivan Mermel CFP(R) CPA

Nov 29, 2022

Smart Charitable Giving | 3 Pro Tips!

Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...

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.