Bridget Sullivan Mermel CFP(R) CPA
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...
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Bridget Sullivan Mermel CFP(R) CPA
- Jun 18
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
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
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....
Bridget Sullivan Mermel CFP(R) CPA
- Jul 29, 2021
Tax Secrets: What ProPublica reports about Billionaires can Help You Save, Too!
Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 19, 2021
Tax Returns Done: Now What?
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(R) CPA
- Mar 12, 2021
TAXES: DIY or hire help? How Taxes are Like Plumbing
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 CFP(R) CPA
- Jan 9, 2021
Stimulus Update: Stimulus checks plus more PPP
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
- Dec 7, 2020
QCD: Qualified Charitable Distributions can save you money on taxes
Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 30, 2020
Tax Increases and Other Financial Predictions
Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning
Bridget Sullivan Mermel CFP(R) CPA
- Oct 14, 2014
How to be Charitable...and Hold Onto Your Money
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,...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 14, 2013
Four Green Ways to Pay Less Tax
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...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 25, 2010
Don't Worry About Tax Hikes
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. ...