Bridget Sullivan Mermel CFP(R) CPADec 26, 2020Donate Effectively: Improve your Impact, feel good!Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...
Bridget Sullivan Mermel CFP(R) CPADec 19, 2020Buying Gifts Part Two: Give Better GiftsDo you ever struggle with how to give better gifts? There is a lot of research that tries to help. Bridget and John discuss more tips...
Bridget Sullivan Mermel CFP(R) CPADec 18, 2020Buying Gifts: It's a Skill You Can Improve!Buying gifts can be difficult, but it doesn't have to be. In this episode Bridget Sullivan Mermel CFP(R) CPA and John Scherer CFP(R)...
Bridget Sullivan Mermel CFP(R) CPADec 7, 2020QCD: Qualified Charitable Distributions can save you money on taxesBridget 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) CPADec 6, 2020Gold and Silver: Is it time to buy?CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...