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Rocky Mountain Wealth Advisors

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Windsor, CO
Rocky Mountain Wealth Advisors

Your partners for retirement planning, investment management, & alternative investments

At Patterson Financial Solutions have a commitment to excellence in everything we do.

10/24/2026

Q3 in three numbers: S&P 500: +2.0% NASDAQ: +2.2% Dow 30: –1.9% After a strong second quarter, the rally cooled and the major indexes went different directions. Was it just a pause after a strong run? We share our take, plus what could shape the final months of 2026

Here's what you need to know

10/22/2026

Leaving it. Rolling it over. Cashing out. Every option for an old retirement plan has advantages and trade-offs. Cashing out, for example, can trigger taxes and penalties. In my opinion, understanding the pros and cons before you make a move is time well spent. Our complimentary guide compares five options side by side. Want a second set of eyes on your own account? Request a meeting and we'll help you see whether looking at other options makes sense for you.

Understand the pros and cons before making a move.

10/20/2026

I have many client conversations about their ”Retirement Red Zone.” It's the ten years surrounding retirement, and I believe they deserve extra attention. Inside this month's newsletter: What the Retirement Red Zone is and why it matters Why two similar plans can end up in very different places Practical strategies that may help a plan weather market uncertainty 👉 Read this month's Visual Insights Newsletter

The ten years that deserve extra attention.

10/17/2026

In September, the Federal Reserve raised interest rates for the first time in three years. Why now? Inflation has stayed above the Fed’s 2% target. Part of it comes from supply shocks, like tight oil and fuel supplies, and rate hikes can’t fix those directly. Our Q3 Financial Quarterly explains what that means for the economy and what we’re watching through year-end. It’s a five-minute read.

Here's what savvy investors took away from Q3

10/15/2026

Still have an old employer retirement plan? I believe a good question to ask is: does it still fit my goals? Fees, investment choices, and withdrawal flexibility can look very different from one option to the next. Read our complimentary guide. Then we can help you make sense of your options and help you choose the best one that fits your particular situation.

Discover your next step with this complimentary guide.

10/13/2026

The five years before and after retirement form a critical decade I call the “Retirement Red Zone.” In football, moving the ball between the 20's is one thing. But once you enter the red zone, the pressure increases and every decision matters more. Retirement planning works much the same way. You’re transitioning from building your savings to relying on them, and a market downturn during this period could make that transition more challenging. You can’t control the markets, but you can prepare for a range of possibilities. 👉 See how in this month’s Visual Insights Newsletter.

Meet the Retirement Red Zone.

10/08/2026

Have an old 401(k), 403(b), or 457 sitting with a former employer? In my opinion, it deserves a second look. There are five ways to handle it: leave it where it is, roll it into a new employer's plan, cash it out, complete an indirect IRA rollover, or roll it directly into an IRA. Each comes with trade-offs, including taxes, fees, investment choices, and withdrawal rules. Start with our complimentary guide, we can help you see whether it makes sense to explore other options, or whether staying put is the better fit for you.

Compare 5 options for an old employer retirement plan.

10/06/2026

Sample Scenario: Two retirees. Same savings. Same spending. Similar long-term returns. Would you expect them to have the same retirement? In my experience, even when the variables are similar, the outcomes will be different. When withdrawals are involved, a market decline early in retirement could weigh more heavily than one that comes later, because selling after a drop leaves fewer shares to participate in a recovery. This month's Visual Insights Newsletter explains why, in plain English. 👉 Read it here

Even if they saved the same amount.

09/24/2026

Is your coverage keeping up with your income? A policy sized for your salary five years ago may not reflect where you are today. Let's make sure your protection grew with you.

Your most powerful asset isn't what you think!

09/22/2026

”Not every dollar does the same job.” Some payoffs are immediate (employer match). Some are protective (emergency fund). Some are strategic (tax-advantaged accounts). Know which one your next dollar should be.

Find the next layer in your Money Stack.

Address

1230 W Ash Street Ste. C
Windsor, CO
80550

Opening Hours

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

Website

http://www.rmwealthadvisors.com/

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