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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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Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Four Steps to Valuing an Estate

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What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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Second marriages are a trigger event to revisit any existing estate strategies.

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Principles of Preserving Wealth

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

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Here’s a quick guide to checking to see if you have unclaimed money.

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The decision whether to buy or rent a home may have long-term implications.

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Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Make your retirement as exciting as your next vacation.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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