• Bridget Sullivan Mermel CFP(R) CPA

Video: Save money on taxes when you retire in Chicago

Updated: Feb 16

Saving money on state income tax, property tax and other Chicago fees when you retire in Chicago--that's what Kyle Harvey and Anne Rossling invited me to talk about on Monday morning.

I come in around the 7 minute mark and stay to take a look at luxury home listings!

The show, called Morning Coffee with Kyle and Anne, is a wrap up of Chicago real estate. Look for the on Facebook on Mondays at 630 a.m!

At Sullivan Mermel, Inc., we are fee-only financial planners located in Chicago, Illinois serving clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.

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The first thing we do when you contact us is simply find out a little bit more about you and the issues that you're facing. If it makes sense to talk further, then we set up an appointment to get to know one another. While we’ll ask you to about your finances, all of our conversations and your information is private and confidential.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

Ph. 773-404-9344
Fax: 773-327-1461

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