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
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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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.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?