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
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Beware of Bad Behaviors that can Hurt your Financial Life

Maureen wrote an article for the Fall Edition of the new Bergen County (NJ) magazine Autumn Years asking Will Your Money Last as Long as You Do and now I have written one for the Winter edition.  My article deals with the major determinant of investor success – their own behavior. To drive this point home even further, a funny […]

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Belling the Cat – Using research to time the markets

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.  This holds true to the financial world as well. Academic financial research generates hundreds of research papers each year highlighting potential ways for investors to get a possible insight on the direction of the stock market.  Many […]

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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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6 Keys to Investor Success – Now and Forever

I have season tickets to the New York Jets. Yes I know, a less than stellar year. But this post is not about the patience that is required to be both an investor as well as a Jet fan, but rather deals with the pregame entertainment that goes on at the beginning of every Jet home […]

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Guidance for Students (& Everyone)

In the 1970s and 80s, Borden, Inc. was a $5 billion conglomerate with headquarters in New York City. Eugene (Gene) Sullivan, a great friend to my parents and my family, served as Chairman, and Joe Saggese, was a close colleague. (Joe Saggese’s son, Ken, is a longtime close friend of Maureen and me). While Gene was Chairman of […]

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Check This When Changing Your Clocks for Daylight Saving Time

November 2, 2014 is the official date for Daylight Saving Time. The time has come to move the clocks one hour back.  And I think everyone could use an extra hour of sleep. Although this means mornings will be lighter and evenings shorter. With the change of the clocks, the customary change of your smoke detector batteries […]

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Working with Clients Focused on the Long Term

We often discuss with prospects that we work with individuals who are focusing on their long-term goals. We help individuals clarify what they are trying to achieve in life.  To drive home the message we thought what better way than with some humor. Enjoy the sketch below, especially before the real snow arrives here in the […]

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5 Behavioral Biases and the Investment Implications

We have consistently written about the significant role people have on their own investment performance. I decided in this post to add a video to mix up the delivery, but not the message. The attached video is from our partner, Dimensional Fund Advisors (DFA), and as we are a strong advocate for investing by capturing exposure to […]

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Investing Like a Bee

What can a hive teach us about playing the market? Plenty, if you know where to look for industriousness, dedication and a clear message delivery. First, I hate bees. I’m highly allergic and after a life-threatening sting sent me to the hospital, I endured shots for the past seven years to insure that I can […]

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Finding Meaning in Retirement

Recently, I sat down with Veronica Dagher of the Wall Street Journal (WSJ) to discuss issues that we will all face in retirement. Here are a few ways folks can prepare for some of the non-financial aspects of retirement.   I have attached the 3 minute video. Click on the title below: Finding Meaning in […]

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