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Roots of Wealth

Roots of Wealth

Roots of Wealth Blog with Dan and Maureen Crimmins

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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

Public Service Announcement from Social Security

June 17, 2020 by Maureen Crimmins Leave a Comment

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

June 10, 2020 by Maureen Crimmins Leave a Comment

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!

May 27, 2020 by Maureen Crimmins Leave a Comment

Be Kind to Yourself

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

May 6, 2020 by Maureen Crimmins Leave a Comment

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.

Carpe Diem….Seize the Day!

April 8, 2020 by Maureen Crimmins Leave a Comment

Carpe diem, a phrase that comes from the Roman poet Horace, means literally "Pluck the day", though it's usually translated as "Seize the day". A free translation might be "Enjoy yourself while you have the chance". For some people, Carpe diem serves as the closest thing to a  philosophy of life as … [Read more...] about Carpe Diem….Seize the 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.

Video: Only Focus on Things that Matter

April 1, 2020 by Maureen Crimmins Leave a Comment

Only Focus on Things that Matter - Robin Powell and Financial Journalist Carl Richards We have added a new category to our blog posts - Videos.  Our first video is a reminder to focus on the intersection of both the things that matter AND the things that you can control.  Carl Richards helps … [Read more...] about Video: Only Focus on Things that Matter

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.
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