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.
Website Intro from Shawn Moran on Vimeo.
Helpful Content
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.




