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Roots of Wealth Blog with Dan and Maureen Crimmins

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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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Working with Clients Focused on the Long Term

February 24, 2021 by Maureen Crimmins Leave a Comment

At Crimmins Wealth Management, we work with individuals by helping them clarify what they are trying to achieve in their life. This discussion usually results in uncovering long-term goals such as maintaining a lifestyle in retirement and possible legacy issues. To drive home this message of the need to focus on the long term when investing, we thought what better way than with some humor.

Enjoy the sketch below, especially now that we are experiencing the usual cold and snowy weather this winter in the Northeast. You know it is a bad winter when we get a storm that drops over 2 feet of snow!If you enjoyed this article,  CLICK HERE to subscribe to free updates from “Roots of Wealth”.

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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.

About Dan Crimmins

Dan Crimmins, co-founder of Crimmins Wealth Management, is a financial coach and fee only financial planner. Have a financial question? ASK DAN

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