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Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement 18 Years Worth of Days
 

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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.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps estimate your federal estate tax liability.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator compares the financial impact of leasing versus buying an automobile.

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There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Do you know these three personal finance sayings?

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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Do you have causes that you want to support with donations? Here are three tips.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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