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
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Building Your Legacy
A four-step framework for building a personal legacy.
The Rule of 72
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.
Living with confidence means living within your means. managers.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Hour by hour, these 11 tips can help cut daily costs and save more money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Making smarter decisions about debt can help you reduce stress.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.