Bridget Sullivan Mermel CFP(R) CPA
Inflation = Opportunity | Take Action | Save Money!
Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...
Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
Search
Bridget Sullivan Mermel CFP(R) CPA
- Sep 18
Should I Take Student Loans if I Don't Need Them? | Free Money or Ball and Chain?
Should I Take Student Loans If I Don't Need Them? Are you missing out by not taking student loans? We’re going to talk about the pros...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 18
3 Student Loan Mistakes to Avoid: Don't Miss Out!
3 Student Loan Mistakes To Avoid. With the new rules on student loans, there is a lot of confusion, and a lot of opportunity. But, you...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 6
No Budget? No Problem! Retire Budget-free and Don't Run Out of Money
We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....
Bridget Sullivan Mermel CFP(R) CPA
- Aug 29
Avoid These Estate Planning Mistakes: You Can't Undo These When Dead
Avoid These Estate Planning Mistakes. You can only do estate planning when you're alive. When you're dead, it's too late. Not wanting to...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 20
How to Chose Employee Benefits: Must-haves and Safely Skip
When you have to chose employee benefits, there's a lot to consider. First-- on most people's mind--is what is a must have, one to...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 14
Happy Retirement Planning: 4 New Ways to Plan Your Happiness Now!
Happy retirement planning is about more than the financial aspects of retirement. It's also about planning not just to retire, but to...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 6
Pros and Cons of Group Life Insurance Through Work: Good, Bad and Ugly
The pros and cons of group term life insurance through work can be classified into good, bad and ugly. We talk about it all, with no more...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 30
Investing in Safe Bonds: Invest Like You're Rich and Take Less Risk
Investing in (safe) bonds: that's the strategy that rich people and people who are nearing or at retirement share. By the end of this...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 23
How Long Will It Take Stock Market to Recover?: How Will Bear Market Last?
How Long Will It Take Stock Market to Recover? How long will the bear market last? When will the downturn be over? Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 16
Recession-Proof Your Money: What to do if you feel recession fear
Recession-proof your money to help you reduce the fear of a recession. Make sure you're prepared. Do you want to make sure that you’ll...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 9
Biggest Financial Mistake Parents Make | Grandparents Can Help, Too!
What's the biggest financial mistake that parents make when having a child? That's the topic of this video. We won't be coy here: it's...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 5
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 28
401k to IRA Pros and Cons | When to do it. When to Hold Off
Rolling your 401K to an IRA used to be automatic advice, but it might not be a great idea. We talk about when to do it, and when to hold...
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
- Jun 16
How Do REITs Work in a Portfolio? | REIT Investing Explained
Real estate investing can be made easy with REITS, or real estate investment trusts. But many people don't know how REITs work in a...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 6
Is it Best to Pay Off Mortgage Before Retiring?
Should you pay off your mortgage before you retire? Is it best to pay of your mortgage before retiring? What are the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
- May 28
Where Do I Invest After I've Maxed Out My 401K? | Our Top 5 Ideas
Figuring out where to invest invest after you've maxed out your 401K is a reason that many people come to financial planners. We offer...
Bridget Sullivan Mermel CFP(R) CPA
- May 21
Why We Love I Bonds: Series I Bonds. 9.62% Guaranteed in CD-like investment...What's not to Love?
We Love I Bonds. These are inflation-adjusted savings bonds that are issued by US Treasury Direct. Here are three reasons we love them:...
Bridget Sullivan Mermel CFP(R) CPA
- May 16
I Have Life Insurance Through Work. Is That Enough? | Pros and Cons of Group Term Life Insurance
A viewer asked--I Have Life Insurance Through Work. Is That Enough? What are the Pros and Cons of Group Term Life? We answer! Neither of...