2025 Market Volatility Email to Clients
As we all continue to monitor the recent market volatility stemming from newly implemented tariffs, we know how unsettling this type of news can feel. These moments of uncertainty are never easy—but they are not unfamiliar. As we proudly celebrate FIP’s 30th anniversary this year, we’re rem …
Celebrating 30 Years of Financial Independence Planning: A Personal Reflection from Harry Keller
As I sit down to write this, I’m filled with a deep sense of pride and gratitude, reflecting on the 30-year journey of Financial Independence Planning (FIP). What began as a simple vision—helping people achieve financial freedom—has grown into a vibrant, thriving community that feels more l …
Tariffs and Your Wealth: What You Should Know
For those who’ve worked hard, saved diligently, and built meaningful financial security, understanding economic policies like tariffs can help protect what you’ve earned. Tariffs- taxes on imported goods- might seem like a distant political issue, but they can have real impacts …
Harry Keller CFP, ChFC, CLU, MBA named to Forbes 2025 Best-In-State Wealth Advisor List
Conshohocken, PA [April 15, 2025] – Financial Independence Planning, LLC (FIP), a leading financial planning firm providing comprehensive wealth management services for clients of all financial backgrounds, is happy to announce that Harry Keller, CFP®, Senior Financial Advisor, Founder and …
Financial Independence Planning, LLC Celebrates 30 Years of Excellence in Financial Services
Conshohocken, PA [February 12, 2025] – Financial Independence Planning, LLC (FIP), a leading financial planning firm providing comprehensive wealth management services for clients of all financial backgrounds, has reached a new milestone. To mark its 30th anniversary, the firm is launching …
5 Common Retirement Fears and How to Overcome Them
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done i …
Do I Need a Financial Advisor? How to Know What You Need Now
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group Do I need a financial advisor? Given what I do for a living, I get this question a lot. I may be biased, but I think almost everyone would benefit from some kind of advice for their money. …
Do You Have a Cognitive Decline Plan?
By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions, Carson Group My paternal grandmother was the type of woman who was always bustling with activity, whether it was hosting post-church lunches every Sunday or helping a neighbor in need. So, it was a bit …
How to Stick to New Year’s Resolutions
Picture this: My husband and I are squeezing in workouts by power walking at the gym where our daughter’s swim team practices. Normally, the brisk walks get our heart rates up and, after several laps around the indoor track, we’ve broken a sweat. In January, though, we find ourselves dodgin …
From Breadwinner to Retiree: How to Manage the Transition
The transition from breadwinner to retiree can be challenging for many. How can you prepare to enter retirement smoothly?
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
