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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

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

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

Life Expectancy

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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