Roots of Wealth

Roots of Wealth Blog with Dan and Maureen Crimmins

Welcome to Roots of Wealth. A financial blog focusing on life, planning, and interesting information worthy of sharing with you.
Roots of Wealth is proudly managed by Crimmins Wealth Management Located in Woodcliff Lake, NJ.
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The Uncommon Average

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I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated. — David Booth, the Executive Chairman of Dimensional Fund Advisors, which he co-founded with Rex Sinquefield. The US stock market has delivered an average … [Read more...] about The Uncommon Average

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Do you have your Will?

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We have always recommended that our clients have at a minimum the following three estate documents: Will, a power of attorney and a medical directive.  In this week’s post, we will discuss why a will is necessary.  While we are not attorneys, this will help you understand the general terms and some … [Read more...] about Do you have your Will?

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Tips for Saving Money on Airline Tickets, Internet Bills & Prescription Drugs

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Saving money is not just about saving for retirement.  Living expenses can add up and making a few adjustments in your approach can save hundreds of dollars monthly.  Companies won't advertise how to pay less, so you need to be resourceful and these articles will give you some insight into lowering … [Read more...] about Tips for Saving Money on Airline Tickets, Internet Bills & Prescription Drugs

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Traveling in a New World

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The ability to travel near and far has progressed significantly in the past few years.  The possibilities are endless on where to take your next vacation.  However, use caution when traveling with children as the requirements for entry and exit may have changed. A number of years ago, I planned a … [Read more...] about Traveling in a New World

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

The Index Bogeyman

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Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy … [Read more...] about The Index Bogeyman

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Sundays and Retirement

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I was fortunate to begin my professional career working at MetLife in New York City.  The ability to secure a job after graduation was not easy and I was thrilled to be able to go into the city and begin my career. Now I won’t lie, I had visions of Mary Tyler Moore with a fashionable apartment and a … [Read more...] about Sundays and Retirement

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.