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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Dan Crimmins

Our 3 Core Practices

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In a previous post we described the three principles that guide us here at Crimmins Wealth Management, LLC.  In this post, [highlight]we describe the three practices that we follow on an ongoing basis to help our clients achieve their financial success. [/highlight] As we indicated in the ‘3 … [Read more...] about Our 3 Core Practices

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.

Our 3 Core Principles

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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 … [Read more...] about Our 3 Core Principles

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 Middle Child of Nine

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I grew up on Long Island’s South Shore-the fourth child of nine. I always state that my experience growing up with five sisters prepared me for my current household of my wife, three daughters and – on top of that a female dog – named Taxi. Growing up in a Catholic area and attending the local … [Read more...] about The Middle Child of Nine

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.

Should You “Friend” Facebook

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Social media company Facebook had their initial public offering (IPO) on Friday,May 18, 2012.  An IPO is where a private company makes their shares available to the public for the first time.  This well recognized company with over 1 billion worldwide users had significant hype leading up to the … [Read more...] about Should You “Friend” Facebook

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 Remarkable Sisters

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Last week, I was able to attend a fundraiser for the Sisters of Charity - Halifax at the beautiful Union League Club in midtown Manhattan.  As I and my family have been long-term supporters of the Sisters, it was nice to get together with other supporters as they continue to fund-raise for the … [Read more...] about The Remarkable Sisters

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.

Welcome to Roots of Wealth!

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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 … [Read more...] about Welcome to Roots of Wealth!

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.