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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retirement

Never Retire…Keep Moving!

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I was at the mall (yes - I am trying to help the stores) and passed by a bulletin board with the following header “NEVER RETIRE”. This caught my attention as the prospect of never retiring is not one that is commonly stated, especially as much of our concern is retirement planning. However, when you … [Read more...] about Never Retire…Keep Moving!

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.

Beginnings and Endings

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There is a natural progression for most things in life where there is a beginning and an ending.  Most phases or experiences usually have a distinct starting point and a final finish.  This also occurs with aging as the early years are categorized as infant, toddler, preschooler and so on with each … [Read more...] about Beginnings and Endings

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.

Finding Your Purpose in Life is Good for Your Health

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It is sometimes difficult to think specifically about what your purpose in life is, but reminding yourself is good for your health. According to Victor Strecher, author of “On Purpose” and Professor at the University of Michigan’s School of Public Health, It is important to have a purpose, a … [Read more...] about Finding Your Purpose in Life is Good for Your Health

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.

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.

Common Misconceptions about Retirement

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Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider … [Read more...] about Common Misconceptions about Retirement

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.

Come On Get Happy!

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My favorite cartoon character when I was young was Snoopy. So much so that my bedroom was filled with Snoopy. Snoopy dolls, Snoopy quotes and even Snoopy curtains. I even learned how to draw Snoopy on top of his dog house and spent many hours in art class perfecting this skill. And my favorite … [Read more...] about Come On Get Happy!

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.