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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
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
Oct 14, 2014
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
Mar 14, 2013
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...
Bridget Sullivan Mermel CFP(R) CPA
Aug 1, 2009
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