Bridget Sullivan Mermel CFP(R) CPA
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...
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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. ...
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