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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Retirement Planning goals

5 Harmful Retirement Misconceptions To Avoid

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When you plan for retirement and an exciting new phase of life, double-check your expectations. They may not match the reality. Baby boomers, currently in their late 50s to mid-70s, view retirement differently than the previous generations. Many boomers consider retirement as an opportunity to … [Read more...] about 5 Harmful Retirement Misconceptions To Avoid

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: Financial Planning is a Lifelong Process

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Financial planning involves deciding on your goals and devising a strategy to achieve them. In addition, you need someone who will check in on a regular basis and make changes to continue to ensure you are on track to meet those goals. … [Read more...] about VIDEO: Financial Planning is a Lifelong Process

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.

Beginnings and Endings

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There is a natural progression for most things in life where there is a beginning and an ending.  Most phases or experiences usually have a distinct starting point and a final finish.  This also occurs with aging as the early years are categorized as infant, toddler, preschooler and so on with each … [Read more...] about Beginnings and Endings

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: Preparing for Retirement Isn’t Just About Money

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Preparing for retirement isn’t just about money: Robin Powell with Barry LaValley – Retirement expert: ---- Our friend Barry LaValley gives us insights on what the last phase of our lives will entail so we can begin to prepare. … [Read more...] about Video: Preparing for Retirement Isn’t Just About 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.

Retirement Advice from a NFL player

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One of the major themes throughout the years that we have been writing posts is planning for the time that you are no longer working – retirement. For most of us, that time seems to sneak up on us.  We are busy trying to establish careers, advancing in our particular choice of career, raising … [Read more...] about Retirement Advice from a NFL player

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.

Common Misconceptions about Retirement

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Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider … [Read more...] about Common Misconceptions about Retirement

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.