Roots of Wealth

Welcome to Roots of Wealth!

We help ease your retirement worries and allow you to focus on the things that matter to you.  We all tend to worry about different things in life. Whether it is about health, work, family or a relationship, taking the worry out of life seems impossible. Planning for your retirement should not add to your […]

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Investment Whisperer – Behavioral Advisor

One of the best shows on television over the past decade and a Crimmins household favorite is the “Dog Whisperer” with Cesar Milan.  Cesar has an incredible way of training dogs.  New episodes of the television show aired between 2004 and 2012, and the show can now be found in syndication. Cesar found his current […]

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A Look Back at 2016

This guest post written by Weston Wellington who is a Vice President with Dimensional Fund Advisors (DFA) captures the surprising year of 2016, and what lessons investors can learn from this year. Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win […]

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When to Downsize?

You have raised your family and while doing so, you have established friendships and relationships in the community.  And you are comfortable in your home.  But now the children are adults and no longer live in the home and come to visit for only short periods. Is it the right time to downsize? Dan and […]

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Why You Should be Optimistic about the Future?

Why You Should be Optimistic about the Future?

Optimism in the future.  That is one of our three principles that we follow here at Crimmins Wealth Management, LLC.  Without the belief that 1) the world continues to get better and 2) that improvement will benefit those who are owners of companies,  it is hard to be an investor.  However any rational look of […]

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Photo by FDR Presidential Library & Museum

How to Obtain your Social Security Income Estimate

When Maureen and I meet with people for the first time to explore if we are a good fit for us to help them reach their goals, one of the key questions that we ask is What income will you need to have in your first year in retirement?” As retirement income planners, we need […]

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The Power of Markets

In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the commonplace writing tool that has been used for generations. The […]

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Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by […]

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Christmas Poem by Crimmins Wealth Management

Merry Christmas and Happy Holidays!

‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would  soon be there; The girls were all hanging out in their beds, With iPods loudly playing music in their heads. And all of […]

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The Joy of Christmas

It’s the holiday season, and with all of the hustle and bustle of the moment, it is a time for family and feasts.  As I have gotten older, I seem to approach the holidays with a different sense of emotion. As I reminisce of Christmas’s past, I remember those years that I received a memorable […]

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Photo of Girl Scout cookie boxes

Try Donor Advised Funds instead of a Private Foundation

It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it   Albert Einstein If this is your belief and you have contemplated starting a private foundation to be able to control how the money is spent, then this post will hopefully expose you […]

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