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Maged | Phillips | Lifetime Wealth Management | Washington DC | No VA DBA Logo

Financial Professionals You Can Trust | Washington DC | Northern Virginia

 

Meet the Lifetime Wealth Management staff and team of Financial Professionals: (from L to R) Caitlyn Nye, Client Services Manager; William Phillips, Vice President; Scott Greenberg, Sr. Associate; Jeffrey Maged, President.

Welcome to Lifetime Wealth Management where you'll find a wealth of information in the form of newsletter articles, calculators, videos, and research reports. Take a look around and let us know what you think. Your questions are important to us!

Jeffrey Maged, President, has been an industry leader for over 20 years, serving clients in Northern Virginia and the greater DC metro region.

William A. Phillips, Vice President, specializes in serving individuals, businesses, and nonprofit institutions in DC, with a special focus in and around Capitol Hill where he resides with his wife Emily.

Scott J. Greenberg, Sr. Associate, works with clients throughout the DC metro area, and specializes in serving clients in his own Arlington, VA community as well as throughout Fairfax and Loudon Counties.

 

Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

More Newsletters →

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Contact Info

Phone:

    (703) 205-0351 Jeffrey--office
    (703) 728-9387 Jeffrey--direct
    (703) 205-0383 William--office
    (202) 550-4107 William--direct
    (703) 205-0407 Scott--office
    (613) 988-9969 Scott--direct
    (703) 205-0389 Caitlyn--office

Jeffrey.MagedCFP @lwm.us.com
William.Phillips @lwm.us.com
Scott.Greenberg @lwm.us.com

Contact One of Our Professionals

Local Office | Branch Office