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
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Retirement Realities
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Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?