Bridget Sullivan Mermel CFP(R) CPA
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...
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Bridget Sullivan Mermel CFP(R) CPA
- Aug 14, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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, 2022
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...
Bridget Sullivan Mermel CFP(R) CPA
- May 7, 2022
Building a Bond Ladder: Guaranteed Income on Same Date Every Year
https://youtu.be/9TjD_b7OVvk The bond ladder--a tool in retirement that provides guaranteed cash flow on the same date each year for a...
Bridget Sullivan Mermel CFP(R) CPA
- May 1, 2022
How to Figure Out Retirement: Knowing How Much You Need to Retire
You can figure out retirement, but it generally takes a bit of time. Knowing how much you need to retire and feeling ready to do it are...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 24, 2022
How Much Money For Financial Independence? Financial Success by 55!
Understanding how much money you need for financial independence isn't rocket science. What do you need to consider yourself a...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 18, 2022
I Bonds: Buy Now or Wait until May? Like Planting Zucchini!
Figuring out if you want to buy I bonds now or wait until May can be confusing. With guaranteed interest rates on these savings bonds...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 9, 2022
Net Worth by 40: Are You on Track?
Is your net worth by age 40 putting you on track to retire? This is an important question we often get as fee only financial planners. We...
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