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ipgpottstown.com

Independence Planning Group

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Helping Our Clients Achieve Success with Confidence. Welcome to our Web site. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Check the background of investment professional - http:/ brokercheck.finra.org. 2018-52681 exp. 1/2020. Bracing for Higher Rates. What can go ...

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CONTACTS AT IPGPOTTSTOWN.COM

Picardi, Patty

12395 w●●●●●●●rade dr

san●●●ego , CA, 92128

US

800-●●●●2834
do●●●●@emeraldtools.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262
do●●●●@emeraldtools.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262
do●●●●@emeraldtools.com

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Independence Planning Group | ipgpottstown.com Reviews
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Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Helping Our Clients Achieve Success with Confidence. Welcome to our Web site. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Check the background of investment professional - http:/ brokercheck.finra.org. 2018-52681 exp. 1/2020. Bracing for Higher Rates. What can go ...
<META>
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1 Patricia Miller Picardi
2 April Heiser
3 Patty Picardi
4 IPG
5 Independence Planning Group
6 Pottstown
7 PA
8 19464
9 610-970-8555
10 Living Balance Sheet
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Independence Planning Group | ipgpottstown.com Reviews

https://ipgpottstown.com

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Helping Our Clients Achieve Success with Confidence. Welcome to our Web site. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Check the background of investment professional - http:/ brokercheck.finra.org. 2018-52681 exp. 1/2020. Bracing for Higher Rates. What can go ...

INTERNAL PAGES

ipgpottstown.com ipgpottstown.com
1

Independence Planning Group

http://www.ipgpottstown.com/learning_center/calculators

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. How Long Will It Take to Pay my Bal...

2

Independence Planning Group

http://www.ipgpottstown.com/learning_center/flipbooks

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. Ben Bernanke, Former Chairman of the Federal Reserve. Strategies to Help Build Your Future. Understanding Social Security and Medicare:. America’s Retirement Safety Net. The ro...

3

Legacy Planning : Independence Planning Group

http://www.ipgpottstown.com/Legacy-Planning.9.htm

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Creating and managing wealth is a challenge in todays changing economic environment. Protecting and preserving multiple assets to transfer to the next generation and beyond requires professional advice, an in-depth knowledge of advanced market strategies, and an understanding of the ever-changing tax laws. Enter stock ticker symbol:.

4

Our Firm : Independence Planning Group

http://www.ipgpottstown.com/Our-Firm.2.htm

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Creating and Protecting Wealth for Families and Businesses. Each of our clients receive a customized plan for financial success as well as a personalized, accessible webpage. Http:/ www.livingbalancesheet.com. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. A host of financial tools to assist you.

5

Independence Planning Group

http://www.ipgpottstown.com/learning_center/videos

Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015. A Wild Ride: Understanding Market Volatility. Open Video New Window. Some reasons behind current market movements and why investors should refrain from emotional reactions. Open Video New Window.

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willstrustsestates.blogspot.com willstrustsestates.blogspot.com

Kevin A. Pollock BLAWG: A Comparison of the Pennsylvania and New Jersey Inheritance Tax Laws

http://willstrustsestates.blogspot.com/2010/09/comparison-of-pennsylvania-and-new.html

Kevin A. Pollock BLAWG. Kevin A. Pollock, J.D., LL.M. is an attorney located in Mercer County, New Jersey. Kevins practice areas include: Wills Trusts and Estates, Guardianships, Tax Planning, Asset Protection Planning, Corporate and Business Law, Business Succession Planning, and Sports and Entertainment Law. Kevin Pollock is licensed in NJ, NY, PA and FL. NJ Phone: 609-818-1555 * FL Phone: 561-247-1557. Monday, October 4, 2010. A Comparison of the Pennsylvania and New Jersey Inheritance Tax Laws. The f...

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Helping Our Clients Achieve Success with Confidence. 758 E High Street. Authorized user of The Living Balance Sheet. Special Needs Resources and Planning. Markets at a Glance. Helping Our Clients Achieve Success with Confidence. Welcome to our Web site. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Check the background of investment professional - http:/ brokercheck.finra.org. 2018-52681 exp. 1/2020. Bracing for Higher Rates. What can go ...

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