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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Maureen Crimmins

Wine Class, Reading Tips & Short Investment Video

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As we are always relating money to life, this week we have information on a fantastic online class for anyone who wants to learn more about storing and selecting wines from James Suckling, an article about exercising your brain by reading more, and a video from Dimensional that reminds us about the … [Read more...] about Wine Class, Reading Tips & Short Investment Video

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.

Caregiver Tips, U.S. debt and Travel

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We have three articles of topical interest this week.  The first discusses some tips for assisting Caregivers especially for those dealing with patients with cognitive issues.  Then with the news that the U.S. debt just passed $22 trillion, we provide an article discussing how the news of despair … [Read more...] about Caregiver Tips, U.S. debt and Travel

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.

Winter Season Articles

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As winter has gripped the United States, we have some binge-worthy television shows for you to consider.  The TV shows were rated best of class in 2018. With the freeze then warmth upon us, many have caught a cold.  Below is research on how best to fend off one. Lastly, we highlight the large … [Read more...] about Winter Season 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.

Common Misconceptions about Retirement

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Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider … [Read more...] about Common Misconceptions about 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.

Please Stop Calling – You’re Bothering Me

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The house phone rings, but I do not bother to answer it.  I let the machine pick up the call and most likely, the caller will hang up because it is a sales call. For some reason, I just can't pull the trigger to get rid of the house phone completely. The "IN CASE OF EMERGENCY" voice inside my … [Read more...] about Please Stop Calling – You’re Bothering Me

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.

Lessons from a Bear

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“Doing nothing often leads to the very best of something.” Winnie the Pooh One of my favorite pastimes is going to the movies and no one likes a children’s movie more than I do.  I’m not sure if this fact is worth disclosing, but I believe some of the best life lessons are learned from … [Read more...] about Lessons from a Bear

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.