Bridget Sullivan Mermel CFP(R) CPAOct 14, 2014How to be Charitable...and Hold Onto Your MoneyYou 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) CPAMar 14, 2013Four Green Ways to Pay Less TaxI 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) CPAFeb 25, 2010Don't Worry About Tax HikesDon't believe the hype on tax hikes. And certainly don't spend precious energy worrying about them. A Kate and Joe were in yesterday. ...