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
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A quick look at how federal income taxes work.
Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
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.
Here are 5 reason why you may consider working through retirement.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How federal estate taxes work, plus estate management documents and tactics.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know how to set up your financial goals for success? This knight does.