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Helping elder family members pay their bills like their home mortgage

Help for court-appointed guardians of property and conservators

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

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Power of Attorney for elderly

Managing Someone Else’s Money – Power of Attorney

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 most likely will in the future. To help those in the “financial caregiver” role, the Federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone Else’s […]

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Why Consider Long-Term Care Insurance?

The year was 1981. And my life was definitely destined to change. I was a senior in high school and with that coveted title, I had the privilege to alter my schedule to create free time. I was preparing for the usual senior year items including college applications. The carefree days of senior year had arrived […]

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Pets may need Financial Planning too!

As most of you know, our family includes our three daughters, Kathryn, Julianne and Elizabeth.  But we also have another family member who completes the household.  Our eleven-year-old Labrador retriever named Taxi. I can not imagine our house without her and for all of us, the love from Taxi has made each of our lives […]

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Gifting to children and grandchildren using a Roth account or 529 plan for college

Best Ways to Financially Give to Children

Tis the season for giving, and who else is on your mind then your children and grandchildren (or nieces and nephews).  As a reminder, each person can gift to another person $14,000 in 2013 without tax consequences.  So a couple can gift $28,000 in total to each child.  There’s no one-size-fits-all answer: The right choice […]

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Piggy Bank with Coins

Saving Money the Hard Way

You can trace many of your habits, good or bad, back to your early years.  I can remember my first passbook savings account and the excitement to have something to call my own. The major occasions in my life, such as my First Communion, enabled me to watch my money pile up in the little […]

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Dan Crimmins Video on Crimmins Wealth Management

Well we have finally made it to the 21st century.    The 2 minute video describes what we do for our clients.  The purpose of the video is to help interested parties – such as clients and colleagues – answer the question: “What does Crimmins Wealth Management do for you?”   It will also help […]

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Photo of many yellow school buses

Help your Children: Khan Academy

As fall is in the air in Bergen County, New Jersey and the tri-state region, it can only mean two things: the return of football and the return of school.  In this post, we want to pass along a website that we were exposed to which is quite astonishing for schoolchildren and adults of all […]

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Perfect Care Package for Your College Freshman

Everyone in your family is known for something specific.  If you need any guidance on any specific area, chances are that someone in your family knows more information on that subject than you would ever dream possible. Now this may sound unimpressive, but I have been known to send an awesome care package for those […]

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For Our Daughters: Business Career Advice

As most of you who have read any of my blog posts know, I am fortunate to have three daughters. A fact that will usually congers up some interesting comments in regards to living with so many women in one house (a fact that my husband Dan has had to hear on numerous occasions).  But, […]

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