A financial advisor’s job is like a detective’s. We probe to see whether your financial assumptions are correct. We want to find the truth beneath the assumptions and document clutter. Sometimes, our digging uncovers dangerous imbalances in your financial picture. Once we discover these errors, we can help correct them. Here are two examples of […]
Tag Archives | financial coach
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 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 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 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 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 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 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 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 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 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.
Advisors as Money Detectives
The Dresser Drawer
I grew up in a typical middle income town on Long Island with a rather large family. There were five children in an unusually large home in the suburbs with a dog named Happy and a cat named Cleo. The household also included the most important part of my upbringing, my Nana. In those days, […]
Stopping Future Mistakes – Running to Third Base
I coached Little League softball for young girls for a little over a decade in Allendale, NJ. I can still remember little Susie when she was nine years old and began playing softball for the first time. She was nervous and the uniform was always a little too big on her. She would roll up […]
U.S. Household Wealth At Record Highs
The negative headlines continue and Americans continue to express concern about the future. The U.S. economy and world economies continue to struggle for growth and many households have seen little growth in their paychecks as a result. And while it is understandable that investors are concerned (which is reflected in the recent global stock market declines), […]
Use a Guide in the Investment Jungle
We often help our clients through an array of situations that involve uncertainty resulting in fear. They are aware that there are risks that could foil their success in achieving all that they want for themselves, their families, and their communities at large. However, most of the uncertainty is highlighted in two different risks that […]
Referrals and Facebook
Facebook is universally known to all and is a great invention in sharing your world with others. As it began, the younger generation used it to show the world and their circle of friends what and where they have been. But as time has gone by, all generations have begun to use Facebook for many […]
Financial Fire Drill
A couple of years ago, my family persuaded Maureen to take a cruise trip from Bayonne, New Jersey to Bermuda. As we knew that she gets seasick, we thought that this would be a calm route for which to venture. Well, not so much. While we had a great time overall, the Atlantic Ocean caused some […]
Financial Planning in Good Times and Bad
The act of preparing for an event is part of life. Some things that you prepare for are wonderful events, where you eagerly anticipate the enjoyment and happiness when the event arrives. And there are some events in life – that even though you feel that you are prepared for – can still knock you down when […]
A life well lived
There is no knowledge so hard to acquire as the knowledge of how to live this life well and naturally. ― Michel de Montaigne – one of the most influential writers of the French Renaissance. My mom, my extended family and I all had a large loss in early January with the passing of my dad Robert […]
Between You and the Big Mistake
I remember when I was young and I loved school. So much so that I would play school at home, pretending to have homework assignments, story time and of course recess. I was quite fanatical about keeping all of my notebooks neat and organized. I preferred writing with pencils because it you made a mistake, […]
About Dan & Maureen
Dan and Maureen founded Crimmins Wealth Management, a fee-only independent financial advisory firm, to work with individuals and their families to help clarify and plan for their futures by helping them relate money to their lives.
Sign-up for our eNewsletter
Enter your email address to sign up for free updates from Roots of Wealth and build a strong financial foundation! (we respect your privacy)
