Managing your money, emotions, and meaning of life...

One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...

Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...

Secure Act 2.0 Summary. The late December passage of the Secure Act 2.0 means that a lot of us missed it. Those of us paying attention...

Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....

Spending for Happiness: There are some easy ways to spend some money and get more happiness. In this video we talk about the ins and outs...

Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...

Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...

Two Emotional Hurdles of Retirement: Retirement is great, but can feel a lot different than you expect, especially at first. We see that...

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...

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...

When the stock market goes down, we can immediately think--I don't like this. Someone must be to blame! We proceed, finding a...

Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...

CDs, or Certificates of Deposit, Treasuries, and TBills are paying higher interest than they have been in years. You can start earning...

Should I buy I bonds now? There's an incentive because interest on the series I bond changes November 1st. In this video we'll explain: *...

October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...

In fourth grade, my niece’s teacher started a “genius hour.” Once a week during that hour, the students worked on whatever project they...

Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...

When it comes to how to save money for a college fund, John Scherer and Bridget Sullivan Mermel are unconventional financial planners....

Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...

Should I Take Student Loans If I Don't Need Them? Are you missing out by not taking student loans? We’re going to talk about the pros...

3 Student Loan Mistakes To Avoid. With the new rules on student loans, there is a lot of confusion, and a lot of opportunity. But, you...

We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....

Avoid These Estate Planning Mistakes. You can only do estate planning when you're alive. When you're dead, it's too late. Not wanting to...

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...