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
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There’s a link between debt and stress.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Consolidating your assets onto one platform can reap multiple benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A look inside the U.S. government's statistics on household net worth.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
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 some key concepts to understand when investing for retirement
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What is your plan for health care during retirement?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.