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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

What Rate Would I Need to Earn on My Savings?

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Comparing Mortgage Terms

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

 

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Introducing the 530A Accounts

An article explaining 530A Accounts.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Saving for College 101

Here's a crash course on saving for college.

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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