Bridget Sullivan Mermel CFP(R) CPA
Don't Buy I bonds | Thought You'd Never Hear Us Say It!
Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...
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Bridget Sullivan Mermel CFP(R) CPA
- Jan 2
Spending for Happiness | Easy Way to Improve Relationships
Spending for Happiness: There are some easy ways to spend some money and get more happiness. In this video we talk about the ins and outs...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 23, 2022
Investment Management vs Financial Planning | Making Jargon Arrests!
Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...
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 15, 2022
Stock Market Blame and Shame |The Truth About Who is Responsible!
When the stock market goes down, we can immediately think--I don't like this. Someone must be to blame! We proceed, finding a...
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
- Sep 25, 2022
Inflation = Opportunity | Take Action | Save Money!
Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 5, 2022
No Budget? No Problem! Retire Budget-free and Don't Run Out of Money
We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....
Bridget Sullivan Mermel CFP(R) CPA
- May 16, 2022
I Have Life Insurance Through Work. Is That Enough? | Pros and Cons of Group Term Life Insurance
A viewer asked--I Have Life Insurance Through Work. Is That Enough? What are the Pros and Cons of Group Term Life? We answer! Neither of...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 24, 2022
How Much Money For Financial Independence? Financial Success by 55!
Understanding how much money you need for financial independence isn't rocket science. What do you need to consider yourself a...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 9, 2022
Net Worth by 40: Are You on Track?
Is your net worth by age 40 putting you on track to retire? This is an important question we often get as fee only financial planners. We...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 3, 2022
Net worth at 30: How do you compare?
Is your net worth at 30 on the right track? We talk about how to figure that out. First, we talk about elements of net worth. What is...
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
- Mar 20, 2022
Is Inflation Good or Bad? How to think it through.
Is Inflation good or bad? Gas prices are up. We see them every time we drive down the street. On the news, they keep talking about...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 26, 2022
How to Loan Money To a Friend or Family Member and Protect Yourself
If you're thinking about loaning money to a friend or family member, there are many things to keep in mind. Or, if you're thinking of...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 30, 2022
New parent financial planning: what you need to know when baby is on the way!
There are a lot of things for a new parent to think about when a baby is on the way, and financial planning is one of the big ones. In...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 23, 2022
Avoid Valentine Gift Disasters: Buy a Decent gift
When getting a Valentine's Day gift, most of us just want to Avoid Valentine Gift Disasters. We talk through strategies backed by...
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 27, 2021
4 Mistakes People Make When They Find a Financial Planner
Finding a financial planner can be difficult. They all sound the same when they say they care about their clients. How can a normal...
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...
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