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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Big Little Things: 5 Easy Ways to Protect Your Money
Put measures in place to help you replace a portion of your income if the unexpected happens.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Driving Interest on Interest with the Next Generation
Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.