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
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Understanding how capital gains are taxed may help you refine your investment strategies.
If you find it hard to attain personal life goals, there’s an app for that!
When to start? Should I continue to work? How can I maximize my benefit?
The start of marriage should be all love–not debt.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The market is as unpredictable as the weather. We’d love to help you prepare.
A special needs trust helps care for a special needs child when you’re gone.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.