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
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.