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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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Ascertaining the value of your business is important for a variety of reasons.
There’s a link between debt and stress.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women must be ready to spend, on average, more years in retirement than men.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.