About Dan Crimmins

Dan Crimmins, co-founder of Crimmins Wealth Management, is a financial coach and financial planner. Have a financial question? ASK DAN
Author Archive | Dan Crimmins

Together we know more than we do alone

This post is a video from our partner – Dimensional Fund Advisors (DFA). This 3 minute video describes the power of the stock market to collect the views of all participants. This information is readily available to all as it is reflected in the current stock price. These prices reflect the collective knowledge of these market participants. The […]

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Millennial Generation – Take This Advice

Today’s “Generation Y“  individuals known as Millennials - those born from 1980 to 2000 - have been influenced negatively, in regards to investing, by the recent performance of the stock market. By recent performance, I refer here to the Great Recession that occurred at the end of 2008 and the beginning of 2009. This “Great Recession” resulted in the […]

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Disney is using new technology to improve and personalize the visitor experience.

Disney MagicBands – A Look into the Future

As is a Crimmins family tradition, our entire family, along with my parents, traveled to Disney World in June to celebrate our youngest daughter’s graduation from high school. We have vacationed in Wyoming and taken a cruise to Bermuda for our first two daughter’s high school graduations. Being a proud Disney family, we are true […]

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Relating Money to Life

A common question that we get from people after telling them that we own our own financial planning firm is: What do you ask clients at the first meeting? When we first sit down with a new prospect, we try to determine how they visualize their own future. Importantly, we try to parse out in […]

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Be Happy You’re Alive Now

We have written a number of posts on focusing on the future with optimism. We have discussed the incredible American farming evolution in a past post (). This post attempts to provide a reality check against the ever-present negativity in the news with an understanding of the blessings that we all have living in the […]

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Top 10 Greatest Investment Hits

Top 10 Greatest Investing List – 6 to 10

The post was written by Brad Steiman who is a Director with our partner Dimensional Fund Advisors (DFA) in Canada.  Although it was written in 2012, it has the makings of an evergreen piece for all long term investors.  This post will have the last 5 of the top 10.  The first 5 hits can be […]

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Top 10 Greatest Investing Hits – 1 to 5

This post was written by Brad Steiman, a Director with our partner Dimensional Fund Advisors (DFA) in Canada. Although it was written in 2012, it has the makings of an evergreen piece for all long term investors. He discusses the relationship between investors and their financial advisors. This post will have the first 5 of the […]

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Trustee over Social Security Family member Social Security Payments

Help for Representative Payees of Government Benefits

According to the AARP Caregiving Resource Center, there are 42 million people age 50+ in the U.S. who are caring for their parents or another older person.  We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this yet, you […]

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Managing Money for aging parents under a revocable living trust

Help for Trustees Under a Revocable Living Trust

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked yet,  you are likely to be asked to assist in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone […]

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