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Enjoy the Benefits of Financial Planning: Live Younger Next Year

You need to plan for a 3+ decade retirement.  This generally comes as a surprise to most people the first time they hear it, but modern medicine continues to extend people’s lives well beyond what their parents experienced.   As a reminder, the average non-smoking man and woman retiring at the U.S. average retirement age of […]

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Crimmins Wealth Management is having a lunch seminar. Discussing benefits of working with a fee-only financial advisor.

Clarifying Your Retirement Presentation

At Crimmins Wealth Management, we use this blog as an opportunity to promote and educate people on various financial topics and concerns as well as highlight our own services as a fee-only financial advisor.  It has also allowed us to share our personal story on why we do what we do and how you can […]

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Saving strategies for 401k plans

Save More Tomorrow: 401 (k) Strategies

Even when employees are lucky enough to have a 401 (k) plan offered by their employer, they are not saving enough to have sufficient funds in their savings account to maintain their lifestyles after they retire.  This sobering fact is from the Center of Retirement Research for the Wall Street Journal using data compiled by […]

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Bag with dollar bills and the words Retirement on bag

Individual Retirement Accounts- Simplified

I thought it would be helpful to define what an Individual Retirement Account (IRA) is and the different types of IRAs that are available (in the most simplified way). What is an IRA (Individual Retirement Account)? Individual Retirement Accounts, or IRAs, are basically savings plans aimed for retirement with a number of restrictions. The main […]

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The Best Places to Retire

The other night Dan and I went out to dinner with our closest college friends, Ken and Kathy, and the subject of retirement came up.  Ken blurted out that he wants to retire and move to Arizona, much to his wife Kathy’s surprise.  The conversation had never been discussed and Kathy had never considered moving […]

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Photo of Yogi Berra in his Yankee uniform

3 Essential Questions for Retirement Income Planning

What does it mean when we state that we are retirement income planners? For us it’s ensuring that all of our clients can answer the following question.  Are you going to outlive your money or is your money going to outlive you?  If the answer to that question is that you are not sure (which […]

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Goal!

Score a Goal

We have been blessed with three beautiful, strong and unique daughters.  As a parent, I have tried to encourage them to find the things that bring them joy. And each daughter has excelled in different activities throughout their childhood.  My youngest daughter Elizabeth has loved the game of soccer since she was four years old. […]

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Planning for Retirement

The Magical World of Retirement

  I can say that all of these choices make for an exhilarating and sometimes exhausting vacation which lasts well past the 6 days of vacation time.  The payoff is well worth all of the hard and overwhelming decisions that were made.  The vacation always ends with fond memories captured in photos and precious family […]

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