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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Actions to Consider Before 2020 Ends

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What a year it has been – and as if Covid-19 and the election were not enough, there’s been new legislation impacting retirement plans and taxable investment accounts. Despite the legislative changes, you can still increase your savings and possibly lower your 2020 taxes. And there are new ways to … [Read more...] about Actions to Consider Before 2020 Ends

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.

Key Questions for the Long-Term Investor

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Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating but know that you’re not alone. Know that we are here to help as your … [Read more...] about Key Questions for the Long-Term Investor

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.

Happy Thanksgiving 2020!

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Needless to say, 2020 has been an interesting year.  As we enter into the holiday season, we have a lot to be thankful for.....especially that we have endured a very difficult year and will enter 2021 with hope and excitement for continued health and happiness! Thanksgiving has always been the … [Read more...] about Happy Thanksgiving 2020!

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: Why Compounding Is So Powerful

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Compounding is the principle on which most great fortunes are built, and it’s far more powerful than you might imagine. … [Read more...] about Video: Why Compounding Is So Powerful

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.

Eight Steps to Take When Your Identity is Stolen

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Identity theft is becoming much more commonplace. The Federal Trade Commission estimates that as many as 9 million Americans experience some form of identity theft each year. If you are a victim of this crime, you should take the following steps: 1. Contact your financial planner (Crimmins Wealth … [Read more...] about Eight Steps to Take When Your Identity is Stolen

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.

Thinking About Using a Health Savings Account?

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Many of you have heard of Health Savings Accounts (HSAs) but may not have given them much thought. An HSA allows a health plan participant to save money in their account tax-free to pay for or reimburse themselves for qualified health care expenses. Your contributions are tax-deductible (or pre-tax … [Read more...] about Thinking About Using a Health Savings Account?

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.