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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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Helpful Content

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

The 12 Steps to Living Confidently: How to Cut Your Expenses

The 12 Steps to Living Confidently: How to Cut Your Expenses

The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.

College Funding Ideas

College Funding Ideas

The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.

 

Financial Fixes: The Hidden Costs of Home Ownership

Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.

Five Ways to Help Make Your Money Last Longer

Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

Webinar: Navigating the tax landscape and what it means for

If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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