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
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.