Managing your money, emotions, and meaning of life...

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...

Fee-only or Fee-based financial advisor: What's the Difference?

What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...

Pyramid schemes, Madoff victims, Scams, Schemes, and Swindles

How do you avoid getting scammed? Investments can seem legit, but it’s a house made of cards. We discuss the tell-tale signs of Pyramid...

Gamestop, Robinhood and Wise Financial Planning

With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

Gold and Silver: Is it time to buy?

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Why Investments Smell

Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...

Bert Whitehead Weighs in on Madoff...

Bert Whitehead writes about how to avoid Madoff-type schemes, as well as other traps and rip-offs. Don’t let you or someone you know...

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...