Bridget Sullivan Mermel CFP(R) CPA
Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!
Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....
top of page
Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
Search
Bridget Sullivan Mermel CFP(R) CPA
- Nov 29, 2022
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...
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 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
- Nov 26, 2021
Make More in Donations and Pay Less in Tax
If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 29, 2021
Tax Secrets: What ProPublica reports about Billionaires can Help You Save, Too!
Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 28, 2021
What to Buy Graduates
If someone you know is celebrating a graduation, it's a great time to buy them a gift. We talk about 3 great graduation gifts that will...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 26, 2020
Donate Effectively: Improve your Impact, feel good!
Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 15, 2019
Give Money, Feel Happy
“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 24, 2015
Give Money, Feel Happy
“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 14, 2014
How to be Charitable...and Hold Onto Your Money
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,...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 14, 2013
Four Green Ways to Pay Less Tax
I beg to differ. As a comprehensive planner, I love to talk about the good you can do without investing a dollar. One great way is to...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 1, 2009
Clunkers Getting More Cash?
The cash for clunker program, which started on July 24th, was supposed to go through November, or when the money ran out. Problem is...
bottom of page