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 Issues

Social Security – Real Facts

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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

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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.

The Impact of Inflation

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When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to … [Read more...] about The Impact of Inflation

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.

Finding Meaning in Retirement

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Awhile ago, I sat down with Veronica Dagher of the Wall Street Journal (WSJ) to discuss issues that we will all face in retirement other than the financial issues. Dan Crimmins - Crimmins Wealth Management, LLC Here are a few ways folks can prepare for some of the non-financial … [Read more...] about Finding Meaning in 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.

What is Old? – AARP Video

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This is a video post which was produced by AARP  formerly the American Association of Retired Persons, which is a United States-based non-governmental organization and interest group, founded in 1958.  In this video, they ask Millennials "what age is old" and to my dismay I am consisted old. Then … [Read more...] about What is Old? – AARP 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.

Robert Merton Interview – Video

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This post is a video post.  The video is an interview with Robert C. Merton who is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management.  Merton received the Alfred Nobel Memorial Prize in Economic Sciences in 1997 for a new method to determine the value … [Read more...] about Robert Merton Interview – 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.