My father worked very successfully for 30+ years at one company – MetLife Insurance Company – as was common for many of his generation. He and my mom now receive a comfortable pension from MetLife due to his productive working years and will receive the pension checks for the rest of their lives. However, the [...]
Why You Should be Optimistic about the Future?
Optimism in the future. That is one of our three principles that we follow here at Crimmins Wealth Management, LLC. Without the belief that 1) the world continues to get better and 2) that improvement will benefit those who are owners of companies, it is hard to be an investor. However any rational look of [...]
Planning to Rob a Bank? Extreme Retirement
What do you do if you don’t plan for their future? You will have a difficult old age. Planning removes the uncertainty surrounding retirement. An extreme example: The desperate guy who went to jail to tide him over financially. Some people don’t think about what happens if they do not plan for a secure financial [...]
5 Behavioral Biases and the Investment Implications
We have consistently written about the significant role people have on their own investment performance. I decided in this post to add a video to mix up the delivery, but not the message. The attached video in from our partner Dimensional Fund Advisors (DFA) and as we are a strong advocate for investing by capturing exposure to [...]
Happy Independence Day!
Independence Day is the celebration of our country’s birthday! The Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie! It is a great day to wear red, white and blue and to proudly wave the American flag. It is to [...]
Our 3 Core Practices
In a previous post we described the three principles that guide us here at Crimmins Wealth Management, LLC. In this post, As we indicated in the ‘3 Principals’ post, once we have determined what their long-term goals are, we set up a financial plan to help them achieve their unique goals. This plan – an [...]
College Planning Using 529 Plans
The time of year has arrived for graduation season…graduating from college, high school, middle school and yes even preschool are times of celebration. It is a time to reflect on all of the achievements of your child and how time seems to have flown by. The amount of preparation that has occurred is plentiful and [...]
Our 3 Core Principles
Crimmins Wealth Management, LLC was founded on the belief that the best planning for retirement income and advanced planning needs is done with a personalized touch. Only by knowing the individual and/or family are we able to give the proper guidance necessary for them to achieve their goals. We have a particular focus of working [...]
When Traveling thru a Jungle, Use a Guide
We often help our clients through an array of situations that involve uncertainty resulting in fear. They are aware that there are risks that could foil their success in achieving all that they want for themselves, their families, and their communities at large. However, most of the uncertainty is highlighted in two different risks that [...]
The Magical World of Retirement
One of our favorite places to vacation is Disney World in Florida and we have gone on this family vacation a few times. The art of going to the most magical place on earth is all about the planning. The process begins at least a year before the departure date and starts with where [...]
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About Dan & Maureen
Dan and Maureen founded Crimmins Wealth Management, a fee-only independent financial advisory firm, to work with individuals and their families to help clarify and plan for their futures by helping them relate money to their lives.
