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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appointing a guardian

Do you have your Will?

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We have always recommended that our clients have at a minimum the following three estate documents: Will, a power of attorney and a medical directive.  In this week’s post, we will discuss why a will is necessary.  While we are not attorneys, this will help you understand the general terms and some … [Read more...] about Do you have your Will?

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 Choose a Guardian? 7 Questions to Consider

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Becoming a parent is one of the most joyous occasions in your lifetime.  When the little bundle of joy is handed to you for the first time, the feelings are overwhelming.  First, there is a feeling of awe, that you have created this little person with ten little fingers and ten toes. Then comes … [Read more...] about How to Choose a Guardian? 7 Questions to Consider

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 Choose a Guardian? 7 Questions to Consider

by Leave a Comment

Becoming a parent is one of the most joyous occasions in your lifetime.  When the little bundle of joy is handed to you for the first time, the feelings are overwhelming.  First, there is a feeling of awe, that you have created this little person with ten little fingers and ten toes.  Then comes the … [Read more...] about How to Choose a Guardian? 7 Questions to Consider

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.