Retirement Planning Group of West Virginia

Retirement Planning Group of West Virginia We are careful to never lose sight of the primary objective: your retirement security and financial well being. Retirement is not a dress rehearsal.

Retirement Planning Group of West Virginia believes that there are two significant risks in retirement, one practical and the other personal. The practical risk, rather obviously, is that our money would not live as long as we do. The personal risk is that because of the fear of running out of money, we may never actually relax and enjoy the only retirement we are ever going to have. It is a one a

ct play, and we need to take whatever steps are necessary to help ensure that our “golden years” really are golden. The work that we do with our clients all revolves around assisting them in achieving that all important goal. Whether it is in developing a conservative investment approach, constructing a retirement income plan, or working to have a more tax efficient portfolio, we are careful to never lose sight of the primary objective: your retirement security and financial well being.

106 Brooks Street | Charleston, WV | 25301

Retiring? Remaining flexible may help you meet the challenges of uncertainty.
09/28/2018

Retiring? Remaining flexible may help you meet the challenges of uncertainty.

The uncertainties we face in retirement can erode our sense of confidence.

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/26/2018

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
09/24/2018

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

There are four basic steps to calculating the value of an estate.
09/21/2018

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Does and coverage travel with you overseas?
09/19/2018

Does and coverage travel with you overseas?

Retirees traveling abroad need to know that their health insurance travels with them.

Childhood attitudes and habits can determine your child's health in his or her adult years.
09/17/2018

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

a car? Consider gap to protect against losses that may not be covered by your current policy.
09/14/2018

a car? Consider gap to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Increase and motivate your with these five simple and inexpensive ideas.
09/10/2018

Increase and motivate your with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Facing divorce? Don't overlook changes to your insurance coverage.
09/05/2018

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Healthcare may be one of your biggest expenses in retirement. Manage your risk.
09/03/2018

Healthcare may be one of your biggest expenses in retirement. Manage your risk.

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What does the Tax Reform and Jobs Act mean for you?
08/31/2018

What does the Tax Reform and Jobs Act mean for you?

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
08/29/2018

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Address

Charleston, WV

Telephone

+13043467782

Website

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