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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General

Merry Christmas and Happy Holidays 2020!

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‘Twas the night before Christmas in the Crimmins’ house Not a creature was stirring, not even a mouse; The stockings were hung by the chimney with care, In hopes that St. Nicholas would soon be there; The girls were all hanging out in their beds, With iPods loudly playing music in their … [Read more...] about Merry Christmas and Happy Holidays 2020!

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.

Uplifting Holiday Video

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This uplifting Holiday video is from a German mail order pharmacy company called DocMorris. The video drives home what the Holiday season is all about - family.  As a grandfather to my 1.5 year old granddaughter Madelyn, I related to the video and thought you would as well.   It is a four … [Read more...] about Uplifting Holiday Video

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.

Happy Thanksgiving 2020!

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Needless to say, 2020 has been an interesting year.  As we enter into the holiday season, we have a lot to be thankful for.....especially that we have endured a very difficult year and will enter 2021 with hope and excitement for continued health and happiness! Thanksgiving has always been the … [Read more...] about Happy Thanksgiving 2020!

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.

What to Do If You Receive an IRS Scam Call

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Just yesterday I received a call stating that the person was from the Internal Revenue Service (IRS). The caller said if I didn’t pay my unpaid taxes immediately, I would be arrested.  Thankfully I am a financial planner so I know that these calls are a scam. With tax season upon us (individual … [Read more...] about What to Do If You Receive an IRS Scam Call

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.

Public Service Announcement from Social Security

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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.