Are you Psychologically Prepared for Retirement?

You have done all the planning and your retirement is all accounted for financially. But have you taken the time to plan for how the changes will effect you psychologically when you transition into retirement? Most major life-changing events involve an ongoing process of emotional adjustment, and retirement is no exception. Retirees must face, what is essentially, […]

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Relating Money to Life

A common question that we get from people after telling them that we own our own financial planning firm is: What do you ask clients at the first meeting? When we first sit down with a new prospect, we try to determine how they visualize their own future. Importantly, we try to parse out in […]

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Investors need to not fool themselves about the decisions that they make.

Seven Ways to Fool Yourself

There are many ways that we like to fool ourselves, generally as an act of self-perseverance. Sometimes it is just easier to believe those things that we choose to while ignoring those things that we rather not deal with. It is kind of like the elephant in the room…you know it’s there but it is easier […]

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Be Kind to Yourself

Be Kind to Yourself!

Sometimes I think that we are our own worst critics.  We can often give others great advice as problems seem easy to solve when they are not your own. We only have a small amount of time each day and it is difficult to get everything done. And often, we are angry with ourselves when […]

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How to Prepare Your College Freshman for Campus Living

The time has come to prepare for Elizabeth’s freshman year and planning is a key component to ensure a smooth transition to her new college. The planning phase is exciting and a bit overwhelming, but necessary, as much for her as it is for me. Making sure that she has her dorm room and daily […]

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Guide Book

Beware of the Guide Books

The year was 1988 and I was expecting my first child. A mere child myself at the young age of 24, I was more than a bit nervous. As an avid reader, I did what any other first time mother-to-be would do, I purchased the popular book - What to Expect When You’re Expecting. The How-To guide was […]

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Cause and Effect of the Markets?

Causation is the relationship of cause and effect. We live in a world where we want to believe that most things have a cause and effect and we are always searching for the absolute understanding of why things occur. Do we do this to simplify the reasoning behind why things occur? or Is it that […]

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Be Happy You’re Alive Now

We have written a number of posts on focusing on the future with optimism. We have discussed the incredible American farming evolution in a past post (). This post attempts to provide a reality check against the ever-present negativity in the news with an understanding of the blessings that we all have living in the […]

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Celebrate Memorial Day by honoring the Fallen Military

Memorial Day is the official start of the summer season and usually includes a barbecue and the opening of the swimming pool!  We are all looking forward to warm weather after the tough winter that we had to endure here in the Northeast. But the main celebration of Memorial Day is to take time to […]

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We Ranked in Top 100 Most Social Financial Advisors in the US

BrightScope recently ranked the top 100 Most Social Financial advisors in the United States for 2013 and our site - Roots of Wealth and Dan Crimmins – were ranked at number 33.  We would like to thank our readers for helping us achieve this honor in the short two years that we have been writing. BrightScope is […]

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