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
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Debt Stress
There’s a link between debt and stress.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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See how much you may need to save now to cover future college costs for your child.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.




