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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What to Do If You Receive an IRS Scam Call

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Just yesterday I received a call stating that the person was from the Internal Revenue Service (IRS). The caller said if I didn’t pay my unpaid taxes immediately, I would be arrested.  Thankfully I am a financial planner so I know that these calls are a scam. With tax season upon us (individual … [Read more...] about What to Do If You Receive an IRS Scam Call

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.

When to Downsize?

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You have raised your family and while doing so, you have established friendships and relationships in the community.  And you are comfortable in your home.  But now the children are adults and no longer live in the home and come to visit for only short periods. Is it the right time to … [Read more...] about When to Downsize?

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.