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I'm Bridget Sullivan Mermel. I started my fee-only financial planning firm because as a CPA, I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value. I became a CFP®, then I found that I love the...
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When starting to search for a financial advisor, investors may not realize the different types of advisors out there…and they’re not all trying to sell Read More » February 14, 2025 Can You Live Off Dividends In Retirement? The idea of living off dividends in retirement sounds nice, bu...
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