Bridget Sullivan Mermel CFP(R) CPANov 29, 2022Smart Charitable Giving | 3 Pro Tips!Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...
Bridget Sullivan Mermel CFP(R) CPANov 20, 2022I Bonds News | Fixed Rate Explained | Blooper included!I Bonds News: I bonds are one of our favorite investments. But now, with the new rates as of November 1st being down over 3% compared to...
Bridget Sullivan Mermel CFP(R) CPANov 6, 2022QCD from IRA: Save Big on Taxes While Helping CharityUnderstanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...
Bridget Sullivan Mermel CFP(R) CPAOct 30, 2022Where to Park Cash | Don't Miss Out | Higher Interest Rates have Arrived!CDs, or Certificates of Deposit, Treasuries, and TBills are paying higher interest than they have been in years. You can start earning...
Bridget Sullivan Mermel CFP(R) CPAOct 28, 2022World Values Day: Learn the Formula for More Money, Meaning and Happiness!October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...