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The Cycle of Investing Exit Strategies of the Rich and Famous A Bucket Plan to Go with Your Bucket List

Private Wealth Management For Select Individuals

Whether you are working towards retirement or are already there, at Retirement Planning Group of West Virginia we understand that you face many important decisions that can affect your long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving your income, the impact of inflation, taxation, and rising healthcare costs. Because of our focus on the unique challenges of retirement planning, we are in an advantageous position to approach such challenges with experience and skill.


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Helpful Content

Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Financial Fixes: The Most Expensive Cheap Vacation

Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.

How to Spend Smart to Improve Cash Flow

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

9 Ways to Earn Passive Income

There are many sources of passive income and this article explores several

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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