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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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Second marriages are a trigger event to revisit any existing estate strategies.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.