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
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.