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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charitable planning

Try Donor Advised Funds instead of a Private Foundation

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It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it   Albert Einstein If this is your belief and you have contemplated starting a private foundation to be able to control how the money is spent, then this post will hopefully expose you to … [Read more...] about Try Donor Advised Funds instead of a Private Foundation

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 Giving Season: Donating to Your Favorite Charity

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During the month of December, many people look to donate to their favorite charity.  There are many wonderful foundations that need support to operate throughout the year and most receive their largest contributions during the month of December, before the end of the tax year.  It is a good time to … [Read more...] about The Giving Season: Donating to Your Favorite Charity

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.

Listen up Charitably Inclined Elders (over age 71)

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As we all go through the provisions of the American Taxpayer Relief Act of 2012 (the Fiscal Cliff legislation), one beneficial provision was the extension of the IRA charitable rollover provisions through December 31, 2013.  [highlight] Congress has also allowed any transfers made BEFORE January 31, … [Read more...] about Listen up Charitably Inclined Elders (over age 71)

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.

4 Ideas for Tax Planning – 2012

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With the 2011 tax season now in the rear view mirror for most of us, we suggest that we can turn our attention to something more meaningful, such as ensuring that we take advantage of tax planning opportunities in 2012. But how can we make meaningful planning decisions this year when we are not sure … [Read more...] about 4 Ideas for Tax Planning – 2012

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 Remarkable Sisters

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Last week, I was able to attend a fundraiser for the Sisters of Charity - Halifax at the beautiful Union League Club in midtown Manhattan.  As I and my family have been long-term supporters of the Sisters, it was nice to get together with other supporters as they continue to fund-raise for the … [Read more...] about The Remarkable Sisters

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.