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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Gaining a better understanding of municipal bonds makes more sense than ever.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Probate can be a completely public process, or it can be managed to include as little information as possible.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
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
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.