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, retirees need anywhere […]
Archive | Building a Legacy RSS feed for this section
How Do I Determine If a Trust is Right for Me?
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 distributes or manages […]
Take this additional action when you change the clocks!
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, the […]
Do You Have an Estate Plan? Here’s Why You Should
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 the assets that […]
Future Testing
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 your long-term […]
Why You Should be Optimistic about the Future?
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 rational look of […]
Our 3 Core Practices
In a previous post we described the three principles that guide us here at Crimmins Wealth Management, LLC. In this post, As we indicated in the ‘3 Principals’ post, once we have determined what their long-term goals are, we set up a financial plan to help them achieve their unique goals. This plan – an […]
About Dan & Maureen
Dan and Maureen founded Crimmins Wealth Management, a fee-only independent financial advisory firm, to work with individuals and their families to help clarify and plan for their futures by helping them relate money to their lives.
Sign-up for our eNewsletter
Enter your email address to sign up for free updates from Roots of Wealth and build a strong financial foundation! (we respect your privacy)
