Bridget Sullivan Mermel CFP(R) CPA
Will Schwab Fail? Silicon Valley Bank vs Schwab
Will Schwab fail? Is @CharlesSchwab next to go down? With recent uncertainty at banks, Schwab is in the news for all the wrong reasons....
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Bridget Sullivan Mermel CFP(R) CPA
- Mar 27
Banks Fail 2023 | FDIC Insurance Explained
If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 27
Recession-Proof Your Finances | Us vs ChatGPT
Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...
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
- Mar 25, 2022
Where to park money: Viewer asks--where do I stash 500K?
Where to park money? A viewer inherited $500,000 and wanted to know. They (wisely) didn't want to take some time to decide exactly what...
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
- Jul 9, 2019
Breaking up with your bank
Socially responsible money management starts with your bank
Bridget Sullivan Mermel CFP(R) CPA
- Feb 18, 2016
Dive Deep into Credit Cards
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...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 9, 2012
Breaking Up with My Bank
Dear Bridget, Although I like a good vampire movie, I don’t like it when I feel like my big bank has fangs in my neck. Between high ...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 29, 2011
Crisis: Real or Manufactured?
Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...
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