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

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

Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning

Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....

Mortgage interest rates are at record lows, so we're getting this question a lot, and encouraging a lot of people to look into it! Our...

How do elections effect the stock market? What should you do with your investments? Certified Financial PlannersTM Bridget Sullivan...

Saving money on state income tax, property tax and other Chicago fees when you retire in Chicago--that's what Kyle Harvey and Anne...

Originally published in 2009, the author updates this with new information periodicaly

What should you be doing right now with your finances?

The biggest mistake people make when buying a house is over-buying.

There are plenty of stereotypes about how certain people behave around money — stereotypes I’ve often seen contradicted in my experience as

I got an email from Nate, a client, linking to a story about the stock market’s climb. “Is it time to sell?” he asked me. “The stock...

Terri and David came in for a meeting with me. They were expecting a baby and wanted to buy a house. They had their eye on a $500,000...

“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...

“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...

Socially responsible money management starts with your bank

A lot of financial advice is "free."

Don't buy real estate because you think it's an easy way to make money while in your underwear watching TV while eating Cheetos.

Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...

Recently a client emailed me to ask, “What is the best credit card?” Then, at a family holiday, four of my nieces and nephews asked the...

It's awkward to have "the talk" with your parents. Here's how to get started. We should all have an ongoing conversation with our loved...

“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...

When nonprofessional investors are able to put money into small businesses, everyone can benefit. I met with Paul on Tuesday. He is the...

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,...

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