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Bridget Sullivan Mermel CFP(R) CPA
May 21, 2013
Who Wants to be a Millionaire?
Welcome guest blogger: Judy McNary CFP(R) I posed this question at a seminar recently and all hands shot up. It doesn’t matter whether...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13, 2013
Four Green Ways to Pay Less Tax
I beg to differ. As a comprehensive planner, I love to talk about the good you can do without investing a dollar. One great way is to...
Bridget Sullivan Mermel CFP(R) CPA
Feb 20, 2013
Check Your Insurance Before You Need It
The insurance socially responsibility test. Subject your insurance to it even if you don’t care about “social responsibility.” What is...
Bridget Sullivan Mermel CFP(R) CPA
Feb 4, 2013
How do Guns Make the Grade in a Portfolio?
Dear Bridget, Recently I’ve read reports that the both the California and Chicago teachers pension funds are either reviewing or...
Bridget Sullivan Mermel CFP(R) CPA
Dec 11, 2012
How to Fix Capitalism
Don’t get me wrong, there’s a lot to love about Adam Smith. Each person acts in his or her own self-interest in a free market…what’s...
Bridget Sullivan Mermel CFP(R) CPA
Oct 11, 2012
The Bitter Pie: Financial Advisors Industry Statistics
The industry I am in confounds me. Why are so many consumers so poorly served? Almost daily I hear stories of advisors hiding fees,...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9, 2012
Breaking Up with My Bank
Dear Bridget, Although I like a good vampire movie, I don’t like it when I feel like my big bank has fangs in my neck. Between high ...
Bridget Sullivan Mermel CFP(R) CPA
Jul 28, 2011
Crisis: Real or Manufactured?
Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 4, 2010
Safe Investing
Dear Bridget, In the 70s, when I was in high school, I shared a Pinto with my sister. She bought the gas, I bought the oil. When the...
Bridget Sullivan Mermel CFP(R) CPA
Jun 17, 2010
Shopping Angst Revealed
I've got a theory about stress: it's cumulative. In other words, stress isn't about the two big things that constantly worry you. You...
Bridget Sullivan Mermel CFP(R) CPA
May 19, 2010
Wall Street Journal Weighs in on Refinancing
Following up on my post about what to ask mortgage brokers, the Wall Street Journal has an interesting article on the current state of...
Bridget Sullivan Mermel CFP(R) CPA
Feb 25, 2010
Don't Worry About Tax Hikes
Don't believe the hype on tax hikes. And certainly don't spend precious energy worrying about them. A Kate and Joe were in yesterday. ...
Bridget Sullivan Mermel CFP(R) CPA
Oct 13, 2009
Don't Max Out Your 401K
If you were to get on the Internet and poll the financial gurus, the message you would get load and clear is: Save Money. No matter how...
Bridget Sullivan Mermel CFP(R) CPA
Aug 2, 2009
Wall Street Journal Weighs in on Real Estate Prices
This article from the WSJ covers how the housing market varies by region: Home Sales All Over the Map And this Article from August 3,...
Bridget Sullivan Mermel CFP(R) CPA
Jul 31, 2009
Clunkers Getting More Cash?
The cash for clunker program, which started on July 24th, was supposed to go through November, or when the money ran out. Problem is...
Bridget Sullivan Mermel CFP(R) CPA
Jul 17, 2009
How to Think about Real Estate Prices
I'm not very interested in predictions about how long the current economic downturn is going to last. What I'm interested is in the...
Bridget Sullivan Mermel CFP(R) CPA
Jun 22, 2009
Bert Whitehead Weighs in on Madoff...
Bert Whitehead writes about how to avoid Madoff-type schemes, as well as other traps and rip-offs. Don’t let you or someone you know...
Bridget Sullivan Mermel CFP(R) CPA
Mar 18, 2009
Don't Let Madoff Happen to You
I don't blame the Madoff investors for investing in his hedge fund. Truth is, we all make some mistakes when investing. But, like Ben...
Bridget Sullivan Mermel CFP(R) CPA
Feb 5, 2009
Save Money While Online Shopping
Recently, I saved about $100 on-line when spending $300, all on items that I would have purchased anyway. I bought items from Kohl's,...
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