Bridget Sullivan Mermel CFP(R) CPAJun 28, 2022401k to IRA Pros and Cons | When to do it. When to Hold OffRolling your 401K to an IRA used to be automatic advice, but it might not be a great idea. We talk about when to do it, and when to hold...
Bridget Sullivan Mermel CFP(R) CPAJun 18, 2022Most Common Tax Mistake You May Be Making NowThe most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...
Bridget Sullivan Mermel CFP(R) CPAJun 16, 2022How Do REITs Work in a Portfolio? | REIT Investing ExplainedReal estate investing can be made easy with REITS, or real estate investment trusts. But many people don't know how REITs work in a...
Bridget Sullivan Mermel CFP(R) CPAJun 6, 2022Is it Best to Pay Off Mortgage Before Retiring?Should you pay off your mortgage before you retire? Is it best to pay of your mortgage before retiring? What are the pros and cons of...
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...