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Lifelong Investments offers comprehensive wealth management services for individuals, families, and small business owners.Learn More
The Lifelong Process
Our goal is to serve as our clients’ lifelong wealth advisor, assisting them throughout the many milestones of life.Learn More
Wealth Management Strategies for the Long-Term
Lifelong Investments LLC is an independent financial services firm offering comprehensive and customized wealth management strategies to individuals, families, and small business owners. Based in New Jersey, we work with clients across the country, including New York, Pennsylvania, and Florida.
We work with clients in all stages of life, from starting their careers and growing a family to transitioning into and living in retirement. Whether they want assistance with managing their assets or guidance as they plan for retirement, we seek to serve our clients as their lifelong wealth advisor, working closely with them for the long-term.
With a team of experienced professionals, we can help you address your needs today and for the years to come. We look forward to working with you through all stages of your life.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Can you keep up with your children’s mobile slang?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.