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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Infographic: The Whole Story of Dividends
The whole story of dividends
How to Jump-Start Your Financial Strategy for Retirement
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Achieving a long-term goal, like retirement, starts by taking small actions today.
With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.
Don’t overlook the need for renter’s insurance if you rent your home.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations?
The decision whether to buy or rent a home may have long-term implications.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.