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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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Is your estate in order? This short quiz may help you assess your overall strategy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Apps that help small business owners better manage and grow their business.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.