Investments
Retirement
Estate
Insurance
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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Helpful Content
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Financial Fixes: Beware of Market Bubbles
Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.
Top Tips for a Retirement Tailgate
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Financial Hacks for Millennials: Are Credit Cards A Necessar
Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....
Preparing the Future Generation
Discover why we need to plan the future for future generations today.
401(k) Plans Are Not Just for Big Businesses
Many small businesses are one person businesses.
Mental Health for the Next Gen: 4 Tips to Support Teens
The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.