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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Whole Life: The Key to Unlocking your Retirement
Imagine a retirement without having to worry about money? Well, it’s possible.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
A few strategies that may help you prepare for the cost of higher education.
Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
For some, the social impact of investing is just as important as the return, perhaps more important.
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Here’s a quick guide to checking to see if you have unclaimed money.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate