Bridget Sullivan Mermel CFP(R) CPAJun 3, 2023Your 200 Year Legacy | Nurture what Matters!Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...
wsmith224May 31, 2023Money Buys Happiness BUT...| New Research reveals How it Works!Money Buys Happiness But: Researchers have been trying to nail down how much money contributes to happiness for years. Daniel Kahneman...
Bridget Sullivan Mermel CFP(R) CPAMay 22, 2023Debt Ceiling Crisis: Should You Worry?The debt limit ceiling is worrying a lot of people. By the end of this episode, you'll know: What is causing the debt ceiling crisis;...
Bridget Sullivan Mermel CFP(R) CPAMay 16, 2023Tax-efficient Giving | Make Your Kids and Grandkids Happy!When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...
Bridget Sullivan Mermel CFP(R) CPAMay 9, 2023Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...