Bridget Sullivan Mermel CFP(R) CPA
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...
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Bridget Sullivan Mermel CFP(R) CPA
Nov 20, 2022
I Bonds News | Fixed Rate Explained | Blooper included!
I Bonds News: I bonds are one of our favorite investments. But now, with the new rates as of November 1st being down over 3% compared to...
Bridget Sullivan Mermel CFP(R) CPA
Nov 15, 2022
Stock Market Blame and Shame |The Truth About Who is Responsible!
When the stock market goes down, we can immediately think--I don't like this. Someone must be to blame! We proceed, finding a...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2022
QCD from IRA: Save Big on Taxes While Helping Charity
Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...
Bridget Sullivan Mermel CFP(R) CPA
Oct 30, 2022
Where to Park Cash | Don't Miss Out | Higher Interest Rates have Arrived!
CDs, or Certificates of Deposit, Treasuries, and TBills are paying higher interest than they have been in years. You can start earning...
Bridget Sullivan Mermel CFP(R) CPA
Oct 30, 2022
Should I Buy I Bonds Now & How I Bonds are like Old Fashioned Cocktails!
Should I buy I bonds now? There's an incentive because interest on the series I bond changes November 1st. In this video we'll explain: *...
Bridget Sullivan Mermel CFP(R) CPA
Oct 28, 2022
World Values Day: Learn the Formula for More Money, Meaning and Happiness!
October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...
Bridget Sullivan Mermel CFP(R) CPA
Oct 14, 2022
World Values Day means More Money!
In fourth grade, my niece’s teacher started a “genius hour.” Once a week during that hour, the students worked on whatever project they...
Bridget Sullivan Mermel CFP(R) CPA
Oct 9, 2022
Buy a New Car from Dealer: Car Salesman's Daughter Tells How
Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2022
How to Save Money For College Fund: Don't Save for College?
When it comes to how to save money for a college fund, John Scherer and Bridget Sullivan Mermel are unconventional financial planners....
Bridget Sullivan Mermel CFP(R) CPA
Sep 25, 2022
Inflation = Opportunity | Take Action | Save Money!
Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18, 2022
Should I Take Student Loans if I Don't Need Them? | Free Money or Ball and Chain?
Should I Take Student Loans If I Don't Need Them? Are you missing out by not taking student loans? We’re going to talk about the pros...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18, 2022
3 Student Loan Mistakes to Avoid: Don't Miss Out!
3 Student Loan Mistakes To Avoid. With the new rules on student loans, there is a lot of confusion, and a lot of opportunity. But, you...
Bridget Sullivan Mermel CFP(R) CPA
Sep 5, 2022
No Budget? No Problem! Retire Budget-free and Don't Run Out of Money
We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....
Bridget Sullivan Mermel CFP(R) CPA
Aug 29, 2022
Avoid These Estate Planning Mistakes: You Can't Undo These When Dead
Avoid These Estate Planning Mistakes. You can only do estate planning when you're alive. When you're dead, it's too late. Not wanting to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 20, 2022
How to Chose Employee Benefits: Must-haves and Safely Skip
When you have to chose employee benefits, there's a lot to consider. First-- on most people's mind--is what is a must have, one to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 14, 2022
Happy Retirement Planning: 4 New Ways to Plan Your Happiness Now!
Happy retirement planning is about more than the financial aspects of retirement. It's also about planning not just to retire, but to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 6, 2022
Pros and Cons of Group Life Insurance Through Work: Good, Bad and Ugly
The pros and cons of group term life insurance through work can be classified into good, bad and ugly. We talk about it all, with no more...
Bridget Sullivan Mermel CFP(R) CPA
Jul 30, 2022
Investing in Safe Bonds: Invest Like You're Rich and Take Less Risk
Investing in (safe) bonds: that's the strategy that rich people and people who are nearing or at retirement share. By the end of this...
Bridget Sullivan Mermel CFP(R) CPA
Jul 28, 2022
The 3 Best Finance Apps For 2022
Welcome guest-poster to our website April Cowell! She's got a lot to say about money. We love the smartphone because it makes our lives...
Bridget Sullivan Mermel CFP(R) CPA
Jul 23, 2022
How Long Will It Take Stock Market to Recover?: How Will Bear Market Last?
How Long Will It Take Stock Market to Recover? How long will the bear market last? When will the downturn be over? Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Jul 16, 2022
Recession-Proof Your Money: What to do if you feel recession fear
Recession-proof your money to help you reduce the fear of a recession. Make sure you're prepared. Do you want to make sure that you’ll...
Bridget Sullivan Mermel CFP(R) CPA
Jul 9, 2022
Biggest Financial Mistake Parents Make | Grandparents Can Help, Too!
What's the biggest financial mistake that parents make when having a child? That's the topic of this video. We won't be coy here: it's...
Bridget Sullivan Mermel CFP(R) CPA
Jul 5, 2022
Can I Afford a Boat (or other splurge)?
John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...
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