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

Figuring out how to pick investments for your 401K can be confusing. We tell you how we chose mutual funds in our own 401ks, what our...

If you're thinking about loaning money to a friend or family member, there are many things to keep in mind. Or, if you're thinking of...

There's a lot speculation that taxes are going up in the future. People wonder--what should I do? Fear is the underpinning of a lot of...

If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...

Confused about which employee benefits are right for you during open enrollment? You're not alone. This video helps you be smart and...

Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...

Buying I bonds can be a smart way to keep up with inflation and earn more interest. But who should buy I Bonds? How do you actually go...

Bridget got a question this week--what are the pros and cons of renting out your vacation home? John is a CFP® who owns a vacation home....

Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...

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. ...