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.
Visit Our Website

Retirement Issues

Never Retire…Keep Moving!

by Leave a Comment

I was at the mall (yes - I am trying to help the stores) and passed by a bulletin board with the following header “NEVER RETIRE”. This caught my attention as the prospect of never retiring is not one that is commonly stated, especially as much of our concern is retirement planning. However, when you … [Read more...] about Never Retire…Keep Moving!

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

by Leave a Comment

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.

Good News on the U.S. Cancer Front

by Leave a Comment

We have written several posts concerning the need to prepare for a much longer life than most of us are aware.  Looking to the age that our parents were when they died, or our current ages does not help predict the longevity that we will likely have. More evidence of this fact was recently … [Read more...] about Good News on the U.S. Cancer Front

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.

Sundays and Retirement

by Leave a Comment

I was fortunate to begin my professional career working at MetLife in New York City.  The ability to secure a job after graduation was not easy and I was thrilled to be able to go into the city and begin my career. Now I won’t lie, I had visions of Mary Tyler Moore with a fashionable apartment and a … [Read more...] about Sundays and 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.

Social Security – Real Facts

by Leave a Comment

Every time I bring up Social Security estimated payments for the first time with either prospects or clients, the response is always the same: I am to receive “X” amount if there is any money left. It is a common fear that Social Security will not be solvent when you hit the magical age of … [Read more...] about Social Security – Real Facts

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 Video – Barry LaValley

by Leave a Comment

Maureen and I had the opportunity to host an event with global retirement expert Barry LaValley awhile ago.  Barry has become a friend of ours.  Unfortunately, we did not have the foresight to tape the presentation.  Fortunately for us, another financial advisor from New Zealand did tape the … [Read more...] about Retirement Video – Barry LaValley

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.