Bridget Sullivan Mermel CFP(R) CPAJul 9, 2019Breaking up with your bankSocially responsible money management starts with your bank
Bridget Sullivan Mermel CFP(R) CPAJul 9, 2019"Fee-only" versus "fee-based"…what is the difference?A lot of financial advice is "free."
Bridget Sullivan Mermel CFP(R) CPAJul 9, 2019The Truth about Why to Invest in Real EstateDon't buy real estate because you think it's an easy way to make money while in your underwear watching TV while eating Cheetos.
Bridget Sullivan Mermel CFP(R) CPAJun 28, 20162,557 Reasons Why You Should have International Stocks in your Portfolio Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...
Bridget Sullivan Mermel CFP(R) CPAFeb 18, 2016Dive Deep into Credit CardsRecently a client emailed me to ask, “What is the best credit card?” Then, at a family holiday, four of my nieces and nephews asked the...
Bridget Sullivan Mermel CFP(R) CPADec 10, 2015Draft Brett Favre to Start Your End-of-Life PlansIt's awkward to have "the talk" with your parents. Here's how to get started. We should all have an ongoing conversation with our loved...
Bridget Sullivan Mermel CFP(R) CPASep 24, 2015Give Money, Feel Happy“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...
Bridget Sullivan Mermel CFP(R) CPASep 1, 2015New Ways to Invest in Small BusinessesWhen nonprofessional investors are able to put money into small businesses, everyone can benefit. I met with Paul on Tuesday. He is the...
Bridget Sullivan Mermel CFP(R) CPAOct 14, 2014How to be Charitable...and Hold Onto Your MoneyYou can inexpensively plan for a donation from your 401(k) while retaining access to the account if you need it. After they got married,...