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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family planning

Asian Philosophy and Retirement Planning

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I came to America as an 8-year old refugee from the Vietnam War, along with my five brothers, my parents, and my grandmother. My parents were broken in spirit, but still retained enough pride to refuse food stamps and welfare assistance from our new homeland. They reminded us often that we have the … [Read more...] about Asian Philosophy and Retirement Planning

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 Do I Determine If a Trust is Right for Me?

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Is a Will sufficient for your estate, or should you consider a trust? Before addressing this question, let's review trusts and what they do. A trust transfers the legal title to property to a trustee, who manages the assets of that trust during your lifetime (if it is a living trust) and … [Read more...] about How Do I Determine If a Trust is Right for Me?

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 for College – The Sooner the Better!

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If you have children, planning for college is a topic that you should begin to discuss with your financial advisor during your first meeting.  With the cost of a college education increasing every year, the number that needs to be saved is staggering.  But just like retirement, planning for college … [Read more...] about Planning for College – The Sooner the Better!

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.