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
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Hour by hour, these 11 tips can help cut daily costs and save more money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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 compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?