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

You got your tax form back from your tax preparer or printed it out from Turbo Tax. Now what? That’s we cover in this episode. You will...

Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about when hiring help doing your tax return helps save you money and avoid...

Bridget Sullivan Mermel, CPF(R), CPA and John Scherer CFP(R) talk about how you can get more money with the stimulus money that passed...

Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...

Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning

You can inexpensively plan for a donation from your 401(k) while retaining access to the account if you need it. After they got married,...

I beg to differ. As a comprehensive planner, I love to talk about the good you can do without investing a dollar. One great way is to...

Don't believe the hype on tax hikes. And certainly don't spend precious energy worrying about them. A Kate and Joe were in yesterday. ...