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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Helping & Protecting a Family

In Need of a Nursing Home for a Loved One?

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These days many of us are faced with the task of finding a nursing home for a loved one. And despite the internet and all the technology, it can still be difficult to find reliable sources to make an informed choice. The official Medicare website has a section called Nursing Home Compare. Here … [Read more...] about In Need of a Nursing Home for a Loved One?

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.

Clients and the Other Epidemic

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There has been a lot of talk about the other epidemic facing the US – the mental health and substance abuse epidemic. As financial advisors, we do not just invest for our clients. We take a holistic look at the client and their lives. Our job is to clarify the client’s needs, identify their … [Read more...] about Clients and the Other Epidemic

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.

Helping Your Parents Manage Their Money

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Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. A week does not go by that the discussion of caring for aging parents does not arise. The concerns range from healthcare and housing to monetary and emotional … [Read more...] about Helping Your Parents Manage Their 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.

For Our Daughters: Business Career Advice

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As most of you who have read any of my blog posts know, I am fortunate to have three daughters. A fact that usually conjures up some interesting comments in regard to living with so many women in one house (a fact that my husband Dan has had to hear on numerous occasions). But, the journey of … [Read more...] about For Our Daughters: Business Career Advice

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.

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.

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.