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

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.

Message for All the Recent College Graduates…and All of Us!

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A father said to his daughter “You have graduated with honors, here is a car I bought many years ago. It is pretty old now. But before I give it to you, take it to the used car lot downtown and tell them I want to sell it and see how much they offer you for it." The daughter went to the used car … [Read more...] about Message for All the Recent College Graduates…and All of Us!

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: Why Experiences Trumps Possessions

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What matters in life is what we do with our wealth and having the ability to choose. It's more important to focus on spending your money on experiences than on buying tangible possessions. The most important thing you need to do is to figure out what makes you happy and are you using your money in a … [Read more...] about Video: Why Experiences Trumps Possessions

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.

Eight Steps to Take When Your Identity is Stolen

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Identity theft is becoming much more commonplace. The Federal Trade Commission estimates that as many as 9 million Americans experience some form of identity theft each year. If you are a victim of this crime, you should take the following steps: 1. Contact your financial planner (Crimmins Wealth … [Read more...] about Eight Steps to Take When Your Identity is Stolen

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.

Auto or Homeowners Insurance Premiums Increasing? Check This

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Has your automobile or homeowner’s insurance premium risen substantially even though you haven’t had any claims or received any tickets for driving infractions? The cause could be an error in your C.L.U.E. report. The report database is called C.L.U.E. (Comprehensive Loss Underwriting … [Read more...] about Auto or Homeowners Insurance Premiums Increasing? Check This

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.

Planning for your College Freshman

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The warm lazy days of summer are in full swing but the planning for the new school year ahead needs to be addressed.  Many are preparing to send their child to college and there are many tasks that need to be completed.  The dorm planning, computer buying and clothes shopping are the obvious needs.  … [Read more...] about Planning 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.