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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advance planning

Securing Your Dignity in Retirement

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By failing to prepare, you are preparing to fail. Benjamin Franklin (1706-1790) American statesman, scientist and philosopher. What is the benefit for taking the time to envision and plan for the future you desire? That is what each prospect consciously or subconsciously thinks about before they … [Read more...] about Securing Your Dignity 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.

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.

How to Survive This and Future Droughts

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We are once again in a rain drought in New Jersey - an annual event. Thankfully, we have not had a "drought" in the stock market for several years. For each of these occurrences, planning is needed. This helps investors be prepared rather than have to repair their portfolios. As retirement income … [Read more...] about How to Survive This and Future Droughts

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 Magical World of Retirement

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  I can say that all of these choices make for an exhilarating and sometimes exhausting vacation which lasts well past the 6 days of vacation time.  The payoff is well worth all of the hard and overwhelming decisions that were made.  The vacation always ends with fond memories captured … [Read more...] about The Magical World of 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.