Bridget Sullivan Mermel CFP(R) CPA
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...
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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
- May 21, 2022
Why We Love I Bonds: Series I Bonds. 9.62% Guaranteed in CD-like investment...What's not to Love?
We Love I Bonds. These are inflation-adjusted savings bonds that are issued by US Treasury Direct. Here are three reasons we love them:...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 18, 2022
I Bonds: Buy Now or Wait until May? Like Planting Zucchini!
Figuring out if you want to buy I bonds now or wait until May can be confusing. With guaranteed interest rates on these savings bonds...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20, 2022
How to Pick Investments for My 401K? | We reveal how we invest our 401Ks
Figuring out how to pick investments for your 401K can be confusing. We tell you how we chose mutual funds in our own 401ks, what our...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20, 2022
Crypto: Fear of Missing Out (FOMO)? Is that Good or Bad?
The Larry David commercial during the Superbowl plus other ads play on our FOMO (fear of missing out) on crypto. Do you need to be afraid?...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 26, 2022
Is Buying an Annuity a Mistake? 5 Red Flags to Watch For
Too often, buying an annuity is a mistake. It doesn't have to be. Watching for 5 simple, easy to identify red flags can help you avoid...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 13, 2022
The Super Bowl and Money: Takeaways you can use in your personal financial planning
Millions of people around the world will watch the Super Bowl but few will think about lessons they can take from the game to apply to...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 7, 2022
Investment Market Insight: The Good, the Bad & the Ugly from 2021 Predictions
There is never a shortage of stock market predictions, but have any of those actually given insight into what is going to happen in any...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 15, 2022
Invest, Gamble or Speculate; What's the difference?
Invest, gamble, or speculate. John's going to Vegas. Is that to gamble? Invest? something in between? In this episode of Friends Talk...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 11, 2022
Stock Market Predictions: Our Outlook for 2022
There is a lot of news about stock market predictions for 2022, find out our outlook for 2022 and learn market predictions are worth your...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 18, 2021
Socially Responsible Investing for Good Returns: How to Invest in ESG without Lower Returns
Socially Responsible Investing means lower returns to some people. It doesn't have to. In this video, we explain how to get market...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 16, 2021
High Inflation Money Strategy: Invest to Beat Inflation
Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 7, 2021
Should I Invest in Bitcoin? Does cryptocurrency fit into your financial plan?
How should you think through buying bitcoin or other cryptocurrencies? Let’s face it: Bitcoin, Dogecoin, and other cryptocurrency are...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 10, 2021
Want Better Interest Than Banks are Paying? | I Bonds May Be Your Answer!
Inflation is going up, yet interest rates remain low. We talk about how I bonds are looking very appealing because they earn better...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 28, 2021
Inflation Anxiety: Three ways your financial plan can help
We’re facing what might be an inflationary people and many people are worried about it. We talk about three ways your financial plan can...
Bridget Sullivan Mermel CFP(R) CPA
- May 19, 2021
The Stock Market is Going to Go Down. Prepare.
We don’t know when the stock market will crash, but we do know that eventually it will go down. It may stay down for two to three years....
Bridget Sullivan Mermel CFP(R) CPA
- May 10, 2021
The M2 kettle is boiling with stimulus dollars. Should you act? What is M2 anyway?
TRANSCRIPT John: There's a lot of news out there about the coming boom in the economy. What to do about that? Find out on this episode of...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 15, 2021
How are Bonds Like Pickles?
Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 6, 2021
Gamestop, Robinhood and Wise Financial Planning
With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...
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