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

Parents of High School Seniors – 7 FAFSA Student Aid Filing Tips

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The cost of a college education is so high these days that few families can send their children to school without student aid. But filing is not easy. These seven tips should help. There are hundreds of scholarships, grants and student loan programs to help lighten the load, and most require you … [Read more...] about Parents of High School Seniors – 7 FAFSA Student Aid Filing Tips

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: Essential Tips for Young Investors

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Investors should start young to take advantage of compounding, automate their investment process and don't worry about market volatility. Be disciplined and that will pay off in the long term.     … [Read more...] about VIDEO: Essential Tips for Young Investors

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.

Perfect Care Package for Your College Freshman

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Everyone in your family is known for something specific. If you need any guidance on any specific area, chances are that someone in your family knows more information on that subject than you would ever dream possible. Now this may sound unimpressive, but I have been known to send an awesome care … [Read more...] about Perfect Care Package for Your College Freshman

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.

Discovery Starts Your Planning

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Financial planning intimidates people. In its early stages, they do not know what to expect, what to answer and what they will have to divulge to create a realistic plan. In this blog post on the planning process, let me remove the fear and talk about how we begin to work with our … [Read more...] about Discovery Starts Your Planning

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.

Elder Scams: What to Look Out For

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Scammers are targeting seniors at a rate higher than ever before. From targeting them online to the telephone and even in person. Yes in person! These individuals prey on seniors by being kind and helpful and are very good at gaining their trust. They also will take an approach that time is of the … [Read more...] about Elder Scams: What to Look Out For

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: Is the Financial Media a Help or a Hindrance

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The financial news focuses on stock market volatility and where the market is heading. No one can predict where it will go. The best way to invest is to stay in the market - buy and hold. And, of course, to continue to invest on a regular basis. Don't focus on the noise of the financial media. … [Read more...] about VIDEO: Is the Financial Media a Help or a Hindrance

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.