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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Maureen Crimmins

Video: Investors Need to Learn to Sit on Their Hands

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Successful investing usually entails discipline and self-restraint, feeling comfortable with doing nothing. Here’s Barry Ritholtz, one of the most popular investment bloggers in the United States discussing this process. … [Read more...] about Video: Investors Need to Learn to Sit on Their Hands

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.

What to Do If You Receive an IRS Scam Call

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Just yesterday I received a call stating that the person was from the Internal Revenue Service (IRS). The caller said if I didn’t pay my unpaid taxes immediately, I would be arrested.  Thankfully I am a financial planner so I know that these calls are a scam. With tax season upon us (individual … [Read more...] about What to Do If You Receive an IRS Scam Call

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.

Public Service Announcement from Social Security

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Protect Yourself From Social Security Scams BEWARE. Scammers are pretending to be government employees. Scammers will try to scare you and trick you into giving them your personal information and money. They may threaten you or your family and may demand immediate payment to avoid arrest or other … [Read more...] about Public Service Announcement from Social Security

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.

Interesting Articles

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While everyone could use a vacation, sometimes it’s just not possible to take one. Here are some links to articles that will help take you on a vacation of the mind along with some great wine to drink while doing it! Did you know that if you walked all 18 holes of a golf course instead of riding … [Read more...] about Interesting Articles

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.

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.