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
Met Life Blimp landing

What Happened to the Good Old Days of Pensions?

My father worked very successfully for 30+ years at one company –  MetLife Insurance Company – as was common for many of his generation.  My mother now receives a monthly pension check from MetLife due to my Dad’s productive working years and she will receive a pension check for the rest of her life.   However, the […]

Read full story Comments { 1 }
Harvest_august_2013

Are You Prepared for Your Harvest?

Don’t you wish positive times could go on forever? I asked Maureen this upon returning from our recent vacation, after we had enjoyed the warm climate and sunshine. And while we all wish that we could always be in times of harvest, the times and seasons are constantly changing. It is during these changing times when we […]

Read full story Comments { 0 }
No. 30; American view of Africa from 1839

The Lightly Reported African story

The economic growth from the continent of Africa will be the big news over the next two decades. Unfortunately, last year the Ebola epidemic on the western side of Africa and terrorism in Nigeria and other parts of Africa continuing this year have dominated the news. While tragic, as is typical with the news cycles, these tragedies dominated […]

Read full story Comments { 0 }
2014-07-11 12.31.46

A life well lived

There is no knowledge so hard to acquire as the knowledge of how to live this life well and naturally. ― Michel de Montaigne – one of the most influential writers of the French Renaissance. My mom, my extended family and I all had a large loss in early January with the passing of my dad Robert […]

Read full story Comments { 0 }
Spring_Cover_Website

Planning Financially and Emotionally for Retirement

Maureen’s article in this quarter’s edition of Autumn Year’s is now available.  She addresses what are the keys to a longer and healthier retirement.  In addition, she discusses the five common misconceptions about retirement that many of us have. This Bergen Country NJ magazine focuses on life after 60 years old. Its purpose is to provide readers […]

Read full story Comments { 0 }
Berkshire Hathaway 2009

Berkshire Beyond Buffett – Book Review

Last year, Maureen and I took steps to ensure that our clients would be cared for in the unlikely event that we were disabled or died in a common disaster.  We engaged in a Contingency Agreement with another advisor who would be able to step-in if this unfortunate event ever did occur.  This threat is not […]

Read full story Comments { 0 }
Personal Income Taxes Ver7

Benefits of Tax managed funds

No one likes to pay taxes.   But for some investors they want to do all they can to reduce their income tax burden.   It has often been stated there are only two things certain in life: death and taxes. Investors are subjected to two forms of taxes.  They pay taxes for bond dividend income received […]

Read full story Comments { 0 }
Web

Our Investment Philosophy

It’s important to have an investment philosophy just like it’s important to have your own personal philosophy – one you can stick with through time. We at Crimmins Wealth Management have an investment philosophy that we follow. Here it is: We use a highly diversified investment strategy which is derived from decades of academic research […]

Read full story Comments { 0 }
Billy Joel at Madison Square Garden

We Didn’t Start the Fire

Maureen and I were able to attend the on-going concert series with Billy Joel at Madison Square Garden in NYC with our friends.  Billy has been playing once a month at MSG for over a year and will continue to perform as long as the shows continue to sell-out.  It will probably be awhile if […]

Read full story Comments { 1 }
Just starting

Investors and the Marshmallow Test

Have you heard of the marshmallow test given to small children? The test is used to determine children’s patience and the overall impact that patience may have on their lives.  How does that relate to us as investors?  Quite a bit – it turns out. The marshmallow test, as it was later referred, was conducted by a […]

Read full story Comments { 1 }