Bridget Sullivan Mermel CFP(R) CPA
Tax-efficient Giving | Make Your Kids and Grandkids Happy!
When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...
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Bridget Sullivan Mermel CFP(R) CPA
- May 2
4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 20
Mutual Funds vs Exchange Traded Funds | Which Do You Want?
Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 31
What's NOT in SECURE Act 2.0 | What Didn't Make the Cut
What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 22
Convert 529 to Roth | How's This Going to Work?
One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 10
Secure Act 2.0 Summary | 4 Facts for 2023
Secure Act 2.0 Summary. The late December passage of the Secure Act 2.0 means that a lot of us missed it. Those of us paying attention...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 2
Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!
Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....
Bridget Sullivan Mermel CFP(R) CPA
- Jan 2
Year End Bear Market Tax Moves | Two ways to Benefit from Down Market
Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 29, 2022
Smart Charitable Giving | 3 Pro Tips!
Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 6, 2022
QCD from IRA: Save Big on Taxes While Helping Charity
Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 5, 2022
Can I Afford a Boat (or other splurge)?
John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...
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
- Mar 20, 2022
How to Pick Investments for My 401K? | We reveal how we invest our 401Ks
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...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 26, 2022
How to Loan Money To a Friend or Family Member and Protect Yourself
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...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 18, 2021
Are Taxes Going Up? Maybe. 2 Steps to Prepare
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...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 26, 2021
Make More in Donations and Pay Less in Tax
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...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 4, 2021
Which Employee Benefits for Me? Sorting Through Your Options During Open Enrollment
Confused about which employee benefits are right for you during open enrollment? You're not alone. This video helps you be smart and...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 16, 2021
Give I Bonds to Kids: Save Tax, More Flexible than 529s
Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 16, 2021
Should I buy I Bonds? How do I buy I Bonds?
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 Sullivan Mermel CFP(R) CPA
- Aug 2, 2021
Thinking about Renting Out Your Vacation Home? Consider this!
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....
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