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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September – A Great Time to Organize Your Finances

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I always loved the beginning of the new school year.  It is a time to start new….new clothes, new sneakers, new books and new classes.  If you have children, then you know that the push is on to get everyone settled for the new school year. It seems to be more of a beginning than the actual start … [Read more...] about September – A Great Time to Organize Your Finances

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.

What Happened to the Good Old Days of Pensions?

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My father worked very successfully for 30+ years at one company -  MetLife Insurance Company - as was common for many of his generation.  My mother now receives a monthly pension check from MetLife due to my Dad's productive working years and she will receive a pension check for the rest of … [Read more...] about What Happened to the Good Old Days of Pensions?

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.

Retirement Planning for the Stay-at-Home Mom

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With the hustle and bustle of raising a family, many stay at home moms overlook their own retirement planning.  Many women run the household finances and the needs of the entire family, but it is also important to think about the future and plan for the retirement that they envision. There are so … [Read more...] about Retirement Planning for the Stay-at-Home Mom

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.

Required Withdrawals for Seniors (RMD’s)

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Millions of Americans take advantage of the tax-deferred vehicles offered by the tax code in order to save wisely for their future.  These plans include 401(k) and 403B plans and individual retirement accounts or IRA’s.   Individuals can save pretax into these tax-deferred retirement savings … [Read more...] about Required Withdrawals for Seniors (RMD’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.

Individual Retirement Accounts- Simplified

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I thought it would be helpful to define what an Individual Retirement Account (IRA) is and the different types of IRAs that are available (in the most simplified way). What is an IRA (Individual Retirement Account)? Individual Retirement Accounts, or IRAs, are basically savings plans aimed for … [Read more...] about Individual Retirement Accounts- Simplified

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.