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How we can help you as a behavioral financial advisor

I have worked as a financial advisor since 1996. But because the term financial advisor is widely used throughout the financial services industry including life insurance salespeople and stock brokers, most people who I talked to don’t fully understand what I do for my clients. There are two numbers that sum up what we do for […]

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Financial Adviser

Seven Ways to Fool Yourself

This article was written by Jim Parker who is a Vice President with Dimensional Fund Advisors (DFA) in Australia. Crimmins Wealth Management, LLC is a DFA NJ advisor. The philosopher Ludwig Wittgenstein once said that nothing is as difficult for people as not deceiving themselves. But while most self-delusions are relatively costless, those relating to […]

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Life boats abroad a cruise ship

Financial Fire Drill

A couple of years ago, my family persuaded Maureen to take a cruise trip from Bayonne, New Jersey to Bermuda.  As we knew that she gets seasick, we thought that this would be a calm route for which to venture. Well, not so much. While we had a great time overall, the Atlantic Ocean caused some […]

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Carla Carpenter Retirement Party

Webinar and Seminar from Crimmins Wealth Management

In order to promote and educate people on various financial topics and concerns as well as highlight our own services as a fee-only financial advisor, we are offering a couple of events in the next couple of months. To hopefully reach others in need, we are planning a couple of educational events and want to extend an invitation […]

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Mile 3, leading ladies

Invest…Like a Girl!

What does it mean to do something “like a girl”? There is a new ad campaign that addresses this question. And in the past, the statement made it seem like doing something “like a girl” is a bad thing. Click here for the ad: Like A Girl As most of you already know, our household is […]

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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 […]

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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 […]

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Not let fears stop you from investing properly

Fearing the Worst

As most people know, Steve Jobs was the founder and brains behind the Apple computers and endured a long battle with pancreatic cancer.  The following is a Steve Jobs quote spoken towards the end of his battle: Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the […]

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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 […]

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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 […]

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