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.
Visit Our Website

capital gains tax

Time to Move?

by 1 Comment

Well the time has finally arrived. After more than 22 years, Maureen and I have begun the process to sell our home.  Our 3 daughters have all established themselves in New York and Boston and a multi-bedroom house seems way too large for the two of us. We have begun the exhausting and … [Read more...] about Time to Move?

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.

Benefits of Tax managed funds

by Leave a Comment

No one likes to pay taxes.   But for some investors they want to do all they can to reduce their income tax burden.   It has often been stated there are only two things certain in life: death and taxes. Investors are subjected to two forms of taxes.  They pay taxes for bond dividend income … [Read more...] about Benefits of Tax managed funds

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.