• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Roots of Wealth

Roots of Wealth

Roots of Wealth Blog with Dan and Maureen Crimmins

  • Home
  • About
  • Events
  • Firm Website
  • Free Guide
  • Videos
  • (201) 785-7660
  • Email

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

donor advised funds

Try Donor Advised Funds instead of a Private Foundation

December 12, 2016 by Dan Crimmins Leave a Comment

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.

Try Donor Advised Funds instead of a Private Foundation

December 1, 2014 by Dan Crimmins Leave a Comment

Photo of Girl Scout cookie boxes

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.

Listen up Charitably Inclined Elders (over age 71)

January 17, 2013 by Dan Crimmins Leave a Comment

Pole with wooden signs with the words peace, happy, smile

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.

Primary Sidebar

Join Our Newsletter
Top Financial Advisor Blogs And Bloggers – Rankings From Nerd’s Eye View | Kitces.com

Topics

Footer

1000D Lake Street
Ramsey, NJ 07446

Phone: (201) 785- 7660
Email: dan@crimminswm.com
or maureen@crimminswm.com

  • Home
  • About
  • Events
  • Firm Website
  • Free Guide
  • Videos
  • (201) 785-7660
  • Email

Important Consumer Disclosure from Crimmins Wealth Management

Copyright © 2023 Roots of Wealth | Site Design by 3200 Creative