We are committed to offering our clients objective advice and solutions tailored to their specific needs.Learn More
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.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Do your insurance needs stay the same when the nest empties?
A look inside the U.S. government's statistics on household net worth.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
If you find it hard to attain personal life goals, there’s an app for that!
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
With alternative investments, it’s critical to sort through the complexity.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
There are a few things to consider when buying or leasing your next vehicle.