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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Autumn Years magazine

How to Guide Against Financial Predators

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My article in this quarter’s edition of Autumn Year’s is now available.  The article addresses a common problem for individuals: the threat of financial phone scams and identity theft.  I discuss the creative ways that crooks try to confuse you into being conned.  Be informed and take key actions … [Read more...] about How to Guide Against Financial Predators

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 Contribute to Your Grandchild’s Financial Future

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Maureen's article in this quarter's edition of Autumn Year's is now available. She addresses three key strategies for contributing to your grandchild's financial future.  The right choice depends on how much you intend to give, as well as on your grandchild's stage of life and the goal of the … [Read more...] about How to Contribute to Your Grandchild’s Financial Future

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.

Planning Financially and Emotionally for Retirement

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Maureen's article in this quarter's edition of Autumn Year's is now available.  She addresses what are the keys to a longer and healthier retirement.  In addition, she discusses the five common misconceptions about retirement that many of us have. This Bergen Country NJ magazine focuses on life … [Read more...] about Planning Financially and Emotionally for 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.

Beware of Bad Behaviors that can Hurt your Financial Life

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Maureen wrote an article for the Fall Edition of the new Bergen County (NJ) magazine Autumn Years asking Will Your Money Last as Long as You Do and now I have written one for the Winter edition.  My article deals with the major determinant of investor success - their own behavior. To drive this … [Read more...] about Beware of Bad Behaviors that can Hurt your Financial Life

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.

Will Your Money Last As Long As You Do

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Dan and I are happy to be contributing to a new magazine in Bergen County focusing on inspiring and informing members of the sixty-plus generation.  We will be writing our column on financial planning to help people focus on the things that matter to them and that they can control.  This issue we … [Read more...] about Will Your Money Last As Long As You Do

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.