Bridget Sullivan Mermel CFP(R) CPAApr 18, 2022I 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) CPAMar 20, 2022How to Pick Investments for My 401K? | We reveal how we invest our 401KsFiguring 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) CPAMar 20, 2022Crypto: 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) CPAFeb 26, 2022Is Buying an Annuity a Mistake? 5 Red Flags to Watch ForToo 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) CPAFeb 13, 2022The Super Bowl and Money: Takeaways you can use in your personal financial planningMillions 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...