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
Retirement Planning With Your Special Needs Child in Mind
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
These planning tips can help.
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
How federal estate taxes work, plus estate management documents and tactics.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Do you know how to set up your financial goals for success? This knight does.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What does your home really cost?
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.