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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Children

Financial Literacy – The new core curriculum for New Jersey middle schools

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The week before I walked across the stage to receive my college diploma, I sat through an optional one-hour seminar on how to manage my student loans after graduation. I was handed a single sheet of paper with only three pieces of information on it: my name, my anticipated 1989 graduation date, and … [Read more...] about Financial Literacy – The new core curriculum for New Jersey middle schools

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.

Searching for the Right College

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“Time Flies.  It’s up to you to be the navigator.”    Robert Orben   All of a sudden your child is in high school and the realization begins to set in that college is pending.  How did you get to this point and how are you to navigate the many questions on planning and preparing for … [Read more...] about Searching for the Right College

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.

Lessons from Working at McDonald’s!

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According to company estimates, one in every eight American workers has been employed by McDonald's. The list includes Sharon Stone, Jay Leno, Rachel McAdams, Pink and me! My first job was the hostess at my local McDonald's in Commack, NY. (You never realized that McDonald's had a hostess?) I … [Read more...] about Lessons from Working at McDonald’s!

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.

Teaching Your Child about Money

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We all strive to provide the best for our children.  We hope that they enjoy everything that life has to offer and grow up to lead happy, productive lives.  One aspect of life that can help having a happy life is being prepared to manage your finances.  And what better way to  prepare your child for … [Read more...] about Teaching Your Child about Money

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.

College Planning Using 529 Plans

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The time of year has arrived for graduation season…graduating from college, high school, middle school and yes even preschool are times of celebration. It is a time to reflect on all of the achievements of your child and how time seems to have flown by. The amount of preparation that has occurred … [Read more...] about College Planning Using 529 Plans

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.