Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Understanding Today’s Financial Environment
Welcome, we’re Independence Planning Group, a financial organization in Blue Bell, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Keep Your Credit Score on the Upswing
Your FICO score matters more than you may realize.
Uncommon Knowledge for Your Life
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What can be learned from the savings rate?
Calculating your potential Social Security benefit is a three-step process.
Building wealth requires protection from the forces of wealth destruction.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
One of the most important steps to become financially sufficient is to set up a realistic budget.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investors seeking world investments can choose between global and international funds. What's the difference?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.