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Pennsylvania investment management firm | Independence Advisors LLC

We are experienced, independent financial advisors helping our clients to articulate and achieve their financial goals.

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Pennsylvania investment management firm | Independence Advisors LLC | blog.independenceadvisors.com Reviews

https://blog.independenceadvisors.com

We are experienced, independent financial advisors helping our clients to articulate and achieve their financial goals.

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blog.independenceadvisors.com blog.independenceadvisors.com
1

Retirement Planning | Independent Thought

http://blog.independenceadvisors.com/category/retirement-planning

A Blog by Independence Advisors, LLC. RSS feed for this section. June 30, 2016. 401(k) Rollover Opportunities and Pitfalls. Key Takeaways Consider all of the pros and cons of a rollover before making a move. Very high 401(k) fees may be a good reason to roll your account over to an IRA. Use trustee to trustee rollovers to avoid inadvertent tax traps. Suppose you’re about to receive a distribution from your 401(k) plan, and […]. June 23, 2016. What Does Being a Fiduciary Really Mean? May 4, 2016. Key Take...

2

Identity Theft | Independent Thought

http://blog.independenceadvisors.com/identity_theft

A Blog by Independence Advisors, LLC. April 23, 2015. My Identity’s Been Stolen, Now What? Over 3 million Americans are projected to be the victim of tax-related identity theft in 2015. If you are notified by the IRS that your taxes were filed multiple times for the year, it might be that your Social Security number has been compromised. If you’re identity has been stolen, it’s important to notify the appropriate parties as soon as possible. Did you file your taxes yet? Tax-related identity theft occursw...

3

Mark Rioboli | Independent Thought

http://blog.independenceadvisors.com/author/mark-rioboli

A Blog by Independence Advisors, LLC. Mark A. Rioboli, CFP , CFS is Director of Wealth Management for Independence Advisors, bringing over 25 years of experience in the wealth management industry. Have a question for Mark? CLICK HERE TO ASK MARK. Author Archive Mark Rioboli. July 27, 2016. Things to Consider When Shopping for a New Car. To decide, you’ll need to consider how each option fits into your lifestyle and your budget. Below is […]. July 6, 2016. Take the Guesswork Out of Investing. June 30, 2016.

4

Financial Planning | Independent Thought

http://blog.independenceadvisors.com/category/financial-planning

A Blog by Independence Advisors, LLC. RSS feed for this section. August 18, 2016. The Brexit and Its Lessons on Recency. Thanks to the field of inquiry known as behavioral finance, we know of a number of instincts that can steer us wrong as investors. One of the big ones is recency, in which we tend to lend more decision-making weight to recent turmoil than to expected long-term outcomes. It’s one thing to know about recency […]. July 20, 2016. Is It Time to Refinance Your Mortgage? June 13, 2016. On Apr...

5

Exploring the Human Factor | Independent Thought

http://blog.independenceadvisors.com/exploring-the-human-factor

A Blog by Independence Advisors, LLC. April 14, 2015. Exploring the Human Factor. Despite everything we know about efficient capital markets and all the solid evidence available to guide our rational decisions we’re still human. We’ve got things going on in our heads that have nothing to do with solid evidence and rational decisions a brew of chemically generated instincts and emotions that spur us to leap long before we have time to look. Behavioral Bias #1: Herd Mentality. Herd mentality is what happen...

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Videos » Independence Advisors

http://www.independenceadvisors.com/resources/videos

Special Resources for Anesthesiologists. Access Your Account Online. Videos Resources from Independence Advisors. Want to Improve Your Investment Results? Rely on the Evidence. For a better investment experience, rely on the evidence. Here is how to get started. The Periodic Table of Investment Returns. Learn more about the Callan Periodic Table of Investment Returns and how to apply the insights found in it to successful investing. Wealth Management Risk and Reward. In the final video of our Evidence Ba...

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Directions » Independence Advisors

http://www.independenceadvisors.com/get-in-touch/directions

Special Resources for Anesthesiologists. Access Your Account Online. Our Wayne Office is located in Suite 100 on the first floor of 620 Lee Road in Wayne, PA. We are a very short drive from the Chesterbrook exit of Route 202. For more details, please use Google Maps below. Are You Ready to Get Started On Your Path to Independence? Discover the 12 Essential Ideas for Building Wise Wealth. We'll help you learn how to invest with greater confidence – with evidence, not emotion, guiding your way.

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White Papers » Independence Advisors

http://www.independenceadvisors.com/resources/white-papers

Special Resources for Anesthesiologists. Access Your Account Online. White Papers from Independence Advisors. Quantifying Your Advisor’s Value. What is an advisor truly worth? Vanguard’s industry leading research quantifies the benefits that advisors add to client relationships. Mutual Fund Performance Report 2015. The data is clear: Active mutual funds systematically fail to beat their benchmarks. An Estate Planning Overview for Families. The Anesthesiologist’s Guide to Investment Risk and Reward. Most ...

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How We Work » Independence Advisors

http://www.independenceadvisors.com/meet-ia/how-we-work

Special Resources for Anesthesiologists. Access Your Account Online. Our first priority is to get to know you personally, to gain a holistic understanding of your financial picture, so we can intelligently tailor a plan to your individual needs. You'll experience the Independence Wealth Management Process in stages. Your initial meeting is an interview, so we can learn what’s most important about you. We examine your current situation and your most important goals. You won't feel overwhelmed by paperwork...

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About Us » Independence Advisors

http://www.independenceadvisors.com/meet-ia/about-us

Special Resources for Anesthesiologists. Access Your Account Online. Independence Advisors helps our clients achieve what is important to them by bringing clarity to financial decisions and by helping them articulate and achieve their financial and life goals. Our Core Values Show that We Value You. These beliefs underpin every relationship we make and sustain. We know more together than we do alone. Our advisors work as a team to create your wealth management solution, and collaborate with carefully...

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Meet Our Team » Independence Advisors

http://www.independenceadvisors.com/meet-ia/meet-our-team

Special Resources for Anesthesiologists. Access Your Account Online. Just as we want to get to know you personally, we want you to know our team on both a professional and individual level. Learn more about the members of the Independence Advisors team below. Charles P. Boinske, CFA – President. Mark A. Rioboli, CFP, CFS – Director of Wealth Management. Patrick D. Runyen, CPA/PFS, CFP. Ndash; Wealth Manager. As a Wealth Manager, Pat works closely with clients to implement wealth management solutions....

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How We Work » Independence Advisors

http://www.independenceadvisors.com/about-us/our-wealth-management-team

Special Resources for Anesthesiologists. Access Your Account Online. Our first priority is to get to know you personally, to gain a holistic understanding of your financial picture, so we can intelligently tailor a plan to your individual needs. You'll experience the Independence Wealth Management Process in stages. Your initial meeting is an interview, so we can learn what’s most important about you. We examine your current situation and your most important goals. You won't feel overwhelmed by paperwork...

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Resources » Featured Resources » Independence Advisors

http://www.independenceadvisors.com/resources/featured-resources

Special Resources for Anesthesiologists. Access Your Account Online. Explore some of our featured resources for advice, tips, and guidance on important wealth management topics. Betting Against The House. It’s New Year’s Day 2012. In addition to overdosing on televised college football, you’re spending part of the holiday working on the family finances. A Look Back at 2012. 2012: The Year it Didn't Happen. The Anesthesiologist’s Guide to Investment Risk and Reward. View All White Papers. Elder law planni...

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Independence Advisors » Refer Us

http://www.independenceadvisors.com/get-in-touch/refer-us.aspx

Special Resources for Anesthesiologists. Access Your Account Online. Should you wish to refer a friend, family member or colleague to Independence Advisors LLC, kindly complete this confidential referral form. They will receive an e-mail and we will follow up accordingly. If you do not want Independence Advisors LLC to maintain a copy for our records, check here:. From: (your e-mail address). To: (colleague's e-mail address). Subject: Independence Advisors' Web Site. Download Our White Paper to Learn More.

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A Blog by Independence Advisors, LLC. Back to Independence Advisors Homepage. All about Health Savings Accounts (HSA). May 20, 2015. Key Takeaways: Health Savings Accounts (HSAs) continue to grow in popularity. HSAs offer many tax benefits to participants and may also be used for other expenses in retirement. Consider your personal health situation carefully before enrolling in an HSA. As premiums and out of pocket costs for healthcare continue to rise, individuals are looking to […]. May 12, 2015. Key T...

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