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Brad Katz - Booton, NJ

155 Passaic Ave Suite 310, Fairfield, NJ 07004

 
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Long-Term Relationships

We are committed to offering our clients objective advice and solutions tailored to their specific needs.

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Wealth Management

Lifelong Investments offers comprehensive wealth management services for individuals, families, and small business owners.

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The Lifelong Process

Our goal is to serve as our clients’ lifelong wealth advisor, assisting them throughout the many milestones of life.

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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.

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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

An Overview of Renter’s Insurance

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

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There are a number of ways to withdraw money from a qualified retirement plan.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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With alternative investments, it’s critical to sort through the complexity.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Raise Your Retirement Income

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There’s an alarming difference between perception and reality for current and future retirees.

Consider These 3 Things Before Driving Off the Lot

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