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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A four-step framework for building a personal legacy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Purchasing homeowners insurance is critical for protecting your home.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.