We are here to help ease your retirement worries and allow you to focus on the things that matter to you. We all tend to worry about different things in life. Whether it is about health, work, family or a relationship, taking the worry out of life seems impossible. Planning for your retirement should not […]
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Social Security – Real Facts
Every time I bring up Social Security estimated payments for the first time with either prospects or clients, the response is always the same: I am to receive “X” amount if there is any money left. It is a common fear that Social Security will not be solvent when you hit the magical age of […]
As Goes January, So Goes the Year?
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if […]
Here’s the Prescription
As much as I value the unfettered access to information the internet provides, we all recognize the potential harm that too much information can cause. Take, for example, my friend who was experiencing some troubling medical symptoms. Typing her symptoms into a search engine led to an evening of research and mounting consternation. By the […]
Interesting Articles
We are going to have a new format occasionally on this educational site. It will feature articles that we have found interesting, useful and sometimes funny. Hopefully, you will find these articles enjoyable. Just click on the title to launch the article. 1) As we are approaching a new year, we tend to think about […]
Merry Christmas and Happy Holidays 2018
‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would soon be there; The girls were all hanging out in their beds, With […]
Retirement Video – Barry LaValley
Maureen and I had the opportunity to host an event with global retirement expert Barry LaValley awhile ago. Barry has become a friend of ours. Unfortunately, we did not have the foresight to tape the presentation. Fortunately for us, another financial advisor from New Zealand did tape the presentation. During this 55 minute presentation, he […]
Why Should You Diversify your Portfolio?
Last week, the post dealt with the strength of the US economy. (Strength of US Economy). As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the […]
Strength of U.S. Economy
After the Deepwater Horizon oil spill, the largest marine oil spill in history, which was caused by an April 20, 2010 explosion on the Deepwater Horizon oil rig, a client came in for our annual meeting. He was very worried about his investment portfolio and expressed his fear about the oil spill. I inquired what […]
Happy Thanksgiving 2018
The holiday season officially begins with a feast…..Thanksgiving!!! If you haven’t begun to think about the holidays and the month of December, than this day will help start the process. Although each year the celebration is a little bit different, many things are the same. The morning begins with the preparation of the turkey, with […]
Midterm Elections—What Do They Mean for Markets?
Election Day has passed in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and […]
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.
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