Achieving financial success today – as a business owner, as a corporate executive, as a professional-is a challenge.
Tax laws, interest rates, investments and insurance. These are the lifeblood of financial security and long- term health.
The Insurance Planning Group, comprised of a diverse team of professionals, holds the market expertise to secure your insurance and financial planning needs. IPG specializes in far-sighted plans. And we exist to safeguard and strengthen your financial future.
We are located in Wayne, Pennsylvania—making us a local advisory group with the scope of a national provider.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here are some simple and inexpensive energy-saving tips that may help you save money.
This checklist can give you a quick snapshot of how prepared you are.
Life insurance proceeds are generally tax-free. But not in all cases.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Important items to consider when purchasing condo insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.