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 Woodcliff Lake, NJ.
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Retirement Guide; Getting from Here to There

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Free Retirement Guide; Getting from Here to There Some day you and your spouse are going to retire — and when you do, you’re going to need money! How much money will you need to retire comfortably and not outlive your assets? More than you think. Studies have shown that on average, … [Read more...] about Retirement Guide; Getting from Here to There

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.

How Do I Determine If a Trust is Right for Me?

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Is a Will sufficient for your estate, or should you consider a trust? Before addressing this question, let's review trusts and what they do. A trust transfers the legal title to property to a trustee, who manages the assets of that trust during your lifetime (if it is a living trust) and … [Read more...] about How Do I Determine If a Trust is Right for Me?

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.

Take this additional action when you change the clocks!

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Sunday March 13th, 2016 is the official date for Daylight Saving Time. The time has come to move the clocks one hour ahead…..finally.  The feeling of spring will soon be in the air and the arrival of warm sunshine, longer days and hopefully, no more snow to shovel. With the change of the clocks, … [Read more...] about Take this additional action when you change the clocks!

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.

Do You Have an Estate Plan? Here’s Why You Should

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When people hear the phrase “estate plan”, they think that it is just for the very wealthy or elderly. But, it is not. Estate planning puts you in greater control of the financial and healthcare decisions that directly affect the lives of you and your family. An estate plan allows you to protect … [Read more...] about Do You Have an Estate Plan? Here’s Why You Should

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.

Future Testing

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This post is from a frequent contributor to our site, Jim Parker, who is a Vice President with our partner, Dimensional Fund Advisors (DFA) in Australia. He discusses a common mistake of investors which is to try to predict the future from the current news. To help avoid this, you need to clarify … [Read more...] about Future Testing

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.

Why You Should be Optimistic about the Future?

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Optimism in the future.  That is one of our three principles that we follow here at Crimmins Wealth Management, LLC.  Without the belief that 1) the world continues to get better and 2) that improvement will benefit those who are owners of companies,  it is hard to be an investor.  However any … [Read more...] about Why You Should be Optimistic about the Future?

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.