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 Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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When Markets React
When markets shift, experienced investors stick to their strategy.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Rightsizing for Retirement
What does your home really cost?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?