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 Ramsey, NJ.
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Video: The Number #1 Lesson from Stock Market History

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Financial journalist Robin Powell with Professor Russell Napier a financial historian -   One standout lesson financial history teaches us is that you need to diversify and take a long-term view on your investments.       … [Read more...] about Video: The Number #1 Lesson from Stock Market History

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.

Be Kind to Yourself!

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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 something … [Read more...] about Be Kind to Yourself!

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.

Max My Interest – generating more interest from cash reserves

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Interest rates will likely stay low for the foreseeable future.  While this is beneficial to many as they borrow money for business expansion, or personally to purchase a car or home, these low rates have hurt people who are saving in banks. We encourage all of our clients to have a cash reserve … [Read more...] about Max My Interest – generating more interest from cash reserves

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.

Reducing College Costs

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The cost of college tuition continues to astonish anyone who needs to pay for this education.  For the college year 2018-2019, the average tuition, fees and room and board expenses were $48,510 for a four-year private college and $21,370 for a public college.  That number is for just one year of … [Read more...] about Reducing College Costs

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.

Video: Preparing for Retirement Isn’t Just About Money

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Preparing for retirement isn’t just about money: Robin Powell with Barry LaValley – Retirement expert: ---- Our friend Barry LaValley gives us insights on what the last phase of our lives will entail so we can begin to prepare. … [Read more...] about Video: Preparing for Retirement Isn’t Just About Money

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.

Families First Coronavirus Response Act Review

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On March 18, 2020, President Donald Trump signed the Families First Coronavirus Response Act (“FFCRA”) into law. The FFCRA was designed to address several issues caused by the COVID-19 Coronavirus in the United States.  Here are 7 Stimulus Benefits that you should be aware: Deadline for making … [Read more...] about Families First Coronavirus Response Act Review

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.