Retirement Planning Center

Retirement Planning Center Retirement is where your adventure begins, not ends. Our mission is to help people create the freedom to fully enjoy the life they’ve worked hard to build.

Start your adventure today - https://www.rpcenter.com. At RPC of the Rockies, we believe retirement planning is about more than preparing financially. It’s about creating the freedom to fully enjoy the life you’ve worked hard to build. We help people move forward with confidence through thoughtful planning designed around purpose, possibility, and the experiences that matter most. Our mission is t

o bring adventure to life by helping clients create clarity for the future and excitement for what’s ahead. Because retirement isn’t the end of the story. It’s the beginning of a new season filled with opportunity, meaning, and adventures.


700 W Eisenhower Blvd | Suite 130 | Loveland, CO | 80537

RPC Wealth, LLC is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Content is for informational purposes only and is not investment, legal, or tax advice. Investing involves risk, including loss of principal. Third-party content is not endorsed or approved by RPC Wealth, LLC.

Happy Birthday to our founder, friend, and go-to source for a little wisdom (and sometimes a good laugh)! 🎉Gary, we’re i...
08/19/2026

Happy Birthday to our founder, friend, and go-to source for a little wisdom (and sometimes a good laugh)! 🎉

Gary, we’re incredibly grateful for your leadership, down-to-earth advice, and the genuine care you show the people around you. The lunch shared with you Monday was a wonderful reminder that it’s the relationships and moments along the way that make the journey so meaningful.

Wishing you a very Happy Birthday and wonderful adventures ahead! 🎂🎈

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞 📚 As the back-to-school season approac...
08/18/2026

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞

📚 As the back-to-school season approaches, approximately 54.1 million K-12 students and 5.7 million teachers are gearing up to head back to classrooms this fall. 📚

🍎 Teachers are the largest group among the nearly 10 million individuals employed in the country's elementary and secondary schools, which also include principals, school bus monitors, teaching assistants, and janitors. 🚌👩‍🏫

Information from the U.S. Census Bureau

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating...
08/14/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

08/10/2026

A 529 plan is a tax-advantaged education savings plan. Before choosing a plan, it's important to consider not only the state tax treatment but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.
This material is for informational purposes only and is not a replacement for real-life advice. Consult your tax, legal, and accounting professionals if you are considering a 529 strategy.

Sources:
Internal Revenue Service, January 30, 2026
Kiplinger, April 14, 2026
Forbes, May 25, 2026
Saving for College, April 30, 2026

Stocks pare losses late in the month as second-quarter corporate reports started to roll in.Read this month's Market Ins...
08/07/2026

Stocks pare losses late in the month as second-quarter corporate reports started to roll in.
Read this month's Market Insights for the key trends shaping the markets and what investors will be watching next. 📊:
https://bit.ly/4fWEgBg

There are so many reasons to create a will this month, but here are three big ones to consider: 1. Direct Your Property...
08/06/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

1. Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

2. Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court. Designate

3. Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

📝✨ August is Make-A-Will Month! ✨📝 In that spirit, we're raising awareness about the importance of creating a will. Now ...
08/03/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:

1. Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
2. Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
3. Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
4. Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

What would you do with a windfall?A business sale. An inheritance. A bonus that lands bigger than expected.Most people a...
07/24/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes:
⏳ Upgrading your lifestyle before a strategy exists
🤝 Giving to family under emotional pressure
📊 Attempting to make decisions without professional guidance
⚖️ Freezing and making no decisions at all
📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

Consider building a team of professionals who can offer insights and guidance.

There's a moment many people experience at some point in their lives. You're booking a flight. You scroll past the stan...
07/21/2026

There's a moment many people experience at some point in their lives.

You're booking a flight. You scroll past the standard seat… and pause at first class.

Not because you have to upgrade.

Not because you're trying to impress anyone.

But because you've worked hard, and you're wondering when you're allowed to start enjoying the perks.

Milestones can shift the way we think about money.

A career high. An empty nest. A major life win. Retirement on the horizon.

Financial discipline matters. So does lifestyle.

The goal isn't reckless spending—and it isn't endless accumulation, either. It's aligning your resources with the life you actually want to live.

Sometimes that means staying in your seat.

Sometimes it means stretching out a little.

If you're navigating what "enjoying the journey" looks like in your own life, we'd be happy to talk it through with you. ✈️

⛰️Adventurers, gear up! ⛰️Camping season is under way in Colorado - it's time to embrace the great outdoors. Whether you...
07/16/2026

⛰️Adventurers, gear up! ⛰️

Camping season is under way in Colorado - it's time to embrace the great outdoors. Whether you're a seasoned camper or planning your first trip, let the fresh air and starry nights complete your next adventure. Where will your tent take you this season?

Address

700 W. Eisenhower Boulevard #130
Loveland, CO
80537

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

+19706633211

Website

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