Bridget Sullivan Mermel CFP(R) CPA
Invest, Gamble or Speculate; What's the difference?
Invest, gamble, or speculate. John's going to Vegas. Is that to gamble? Invest? something in between? In this episode of Friends Talk...
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Bridget Sullivan Mermel CFP(R) CPA
Jan 11, 2022
Stock Market Predictions: Our Outlook for 2022
There is a lot of news about stock market predictions for 2022, find out our outlook for 2022 and learn market predictions are worth your...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2021
Socially Responsible Investing for Good Returns: How to Invest in ESG without Lower Returns
Socially Responsible Investing means lower returns to some people. It doesn't have to. In this video, we explain how to get market...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2021
Are Taxes Going Up? Maybe. 2 Steps to Prepare
There's a lot speculation that taxes are going up in the future. People wonder--what should I do? Fear is the underpinning of a lot of...
Bridget Sullivan Mermel CFP(R) CPA
Dec 6, 2021
Financial Planning for Omicron: Are You Worried?
The Omicron variant is coming. Should you change your financial planning to adjust for the latest variant? Are you worried about your...
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 16, 2021
High Inflation Money Strategy: Invest to Beat Inflation
Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...
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...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2021
3 Questions to Ask when Finding a Financial Advisor
When you look for a financial advisor, there are three questions you absolutely must ask. Finding a financial advisor can be difficult....
Bridget Sullivan Mermel CFP(R) CPA
Oct 16, 2021
Give I Bonds to Kids: Save Tax, More Flexible than 529s
Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...
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
Oct 5, 2021
Eliminate Money Hurdles to Improve Your Finances: Darcy Luoma Talks Financial Planning
Money hurdles can make people feel helpless to improve their relationship with their finances. Darcy Luoma joins Bridget Sullivan Mermel...
Bridget Sullivan Mermel CFP(R) CPA
Sep 28, 2021
Special Guest Darcy Luoma Talks Money: Three Steps to More Intentional Personal Finance
Darcy Luoma describes how you can become more intentional with your money. Our Special Guest Darcy Luoma will help us understand! She's...
Bridget Sullivan Mermel CFP(R) CPA
Sep 14, 2021
Allowances, I Bonds, Social Security, Buying a 2 flat... Your Questions! The Chicago Money Show
Bridget Sullivan Mermel CFP(R) CPA fields questions including: How should I handle allowances with kids? When should I take social...
Bridget Sullivan Mermel CFP(R) CPA
Aug 7, 2021
Should I Invest in Bitcoin? Does cryptocurrency fit into your financial plan?
How should you think through buying bitcoin or other cryptocurrencies? Let’s face it: Bitcoin, Dogecoin, and other cryptocurrency are...
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
Jul 10, 2021
Want Better Interest Than Banks are Paying? | I Bonds May Be Your Answer!
Inflation is going up, yet interest rates remain low. We talk about how I bonds are looking very appealing because they earn better...
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