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
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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College Savings
See how much you may need to save now to cover future college costs for your child.
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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.