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
U.S. Personal Savings Rate
What can be learned from the savings rate?
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How Do You View Your Future?
Learn how your personality influences your financial views.
Living with confidence means living within your means. managers.
For homeowners who think their property taxes are too high, there are ways to appeal.
The whole story of dividends
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Bucket lists don’t have to be for tomorrow.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?