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.
Visit Our Website

power of attorney

Helping Your Parents Manage Their Money

by Leave a Comment

Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. There is not a week that goes by that the discussion of how to care for aging parents doesn't arise. The concerns range from healthcare and  housing to monetary and … [Read more...] about Helping Your Parents Manage Their Money

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.

Managing Someone Else’s Money – Power of Attorney

by Leave a Comment

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this  yet,  you most likely will in the future. To help those in the "financial caregiver" role, the Federal Consumer Financial Protection Bureau has published four … [Read more...] about Managing Someone Else’s Money – Power of Attorney

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.