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

Happy Mom’s Day!

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One of the most significant days of the year occurs the second Sunday of May.  That day of course is Mother’s Day. Being a mother is how many of us identify ourselves and this lifelong role has been the most important to me. Not only in raising my daughters from babies to adults, but as I … [Read more...] about Happy Mom’s Day!

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.

Highs and Lows and How to React

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The smoother things go, the more you take things for granted.  It seems that if things were always positive, you might not realize that you need to take a moment and appreciate what you have. When one of my daughters were in the fifth grade, she was having one of those years where everything … [Read more...] about Highs and Lows and How to React

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.

529 Plans and the New Tax Bill

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The new tax bill, signed into law on December 22, 2017, has impacted a number of investment vehicles that may benefit many of us.  One significant change to the 529 Plans is the ability to use these funds to cover private elementary and secondary school expenses.  As a reminder: A 529 plan is an … [Read more...] about 529 Plans and the New Tax Bill

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.

“I hope you have enough”

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Recently I received a letter in the mail from a charity organization.  The letter was signed with “I hope you have enough”.  This was a unique and thought-provoking way to sign a letter.  And what is actually “enough”? When we plan for the future and retirement, we are planning to ensure that you … [Read more...] about “I hope you have enough”

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.

Take this additional action when you change your clocks!

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Sunday March 11th, 2018 is the official date for Daylight Saving Time. The time has come to move the clocks one hour ahead…..finally.  The feeling of spring will soon be in the air and the arrival of warm sunshine and longer days. With the change of the clocks, the customary change of your … [Read more...] about Take this additional action when you change your clocks!

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.

Sunshine Here I Come

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The holidays are over and the New Year has begun.  This time of year can be difficult for many of us as the cold and snow cause an overwhelming feeling to hibernate.  There are a minority of people who embrace the winter days and nights with excitement and enthusiasm, from skiing and sledding to … [Read more...] about Sunshine Here I Come

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.