Bridget Sullivan Mermel CFP(R) CPAJan 2, 2023Financial 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) CPAJan 2, 2023Year End Bear Market Tax Moves | Two ways to Benefit from Down MarketYear 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) CPANov 29, 2022Smart 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) CPANov 6, 2022QCD from IRA: Save Big on Taxes While Helping CharityUnderstanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...
Bridget Sullivan Mermel CFP(R) CPAJul 5, 2022Can 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...