Bridget Sullivan Mermel CFP(R) CPA
What I Tell Clients Who Want to Buy Gold
“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...
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Bridget Sullivan Mermel CFP(R) CPA
- Jun 28, 2016
2,557 Reasons Why You Should have International Stocks in your Portfolio
Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 10, 2015
Draft Brett Favre to Start Your End-of-Life Plans
It's awkward to have "the talk" with your parents. Here's how to get started. We should all have an ongoing conversation with our loved...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 2, 2014
Market at All-time High: good time to sell?
USA Today says that stocks are at all-time highs. So is it a good time to sell? Well…probably not. Here’s why. Let’s take a closer look...
Bridget Sullivan Mermel CFP(R) CPA
- May 22, 2013
Who Wants to be a Millionaire?
Welcome guest blogger: Judy McNary CFP(R) I posed this question at a seminar recently and all hands shot up. It doesn’t matter whether...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 29, 2011
Crisis: Real or Manufactured?
Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 14, 2009
Don't Max Out Your 401K
If you were to get on the Internet and poll the financial gurus, the message you would get load and clear is: Save Money. No matter how...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 19, 2009
Don't Let Madoff Happen to You
I don't blame the Madoff investors for investing in his hedge fund. Truth is, we all make some mistakes when investing. But, like Ben...
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