Bridget Sullivan Mermel CFP(R) CPAApr 24, 2022How 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) CPAApr 9, 2022Net 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) CPAApr 3, 2022Net 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) CPAMar 25, 2022Where 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) CPAMar 20, 2022Is 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...