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

Bridget Sullivan Mermel CFP(R) CPA

Mar 24

Tax Time: How to Find Your 1099 INT for Sold I Bonds

In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...

Bridget Sullivan Mermel CFP(R) CPA

Feb 28

A Day in the Life of a Financial Planner

Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...

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...