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Bridget Sullivan Mermel CFP(R) CPA
Jun 18, 2022
Most Common Tax Mistake You May Be Making Now
The 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) CPA
May 28, 2022
Where Do I Invest After I've Maxed Out My 401K? | Our Top 5 Ideas
Figuring out where to invest invest after you've maxed out your 401K is a reason that many people come to financial planners. We offer...


Bridget Sullivan Mermel CFP(R) CPA
May 7, 2022
Building a Bond Ladder: Guaranteed Income on Same Date Every Year
https://youtu.be/9TjD_b7OVvk The bond ladder--a tool in retirement that provides guaranteed cash flow on the same date each year for a...


Bridget Sullivan Mermel CFP(R) CPA
May 1, 2022
How to Figure Out Retirement: Knowing How Much You Need to Retire
You can figure out retirement, but it generally takes a bit of time. Knowing how much you need to retire and feeling ready to do it are...


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 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 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
Is Buying an Annuity a Mistake? 5 Red Flags to Watch For
Too 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) CPA
Feb 11, 2022
Aging Gracefully and Money with Kathleen Rehl
Thought leader on retirement and money, farmgirl, artist, teacher, professor, fundraiser, financial planner, then public speaker,...


Bridget Sullivan Mermel CFP(R) CPA
Jun 29, 2021
Nomadland and Money
What does Nomadland have to do with financial planning? Many people deal with intense fears of poverty in old age. The film Nomadland,...


Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
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.” ...


Bridget Sullivan Mermel CFP(R) CPA
Jun 27, 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 21, 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 28, 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 13, 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 18, 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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