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Blog

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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Jun 2, 2024
Categories
Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Top 4 Social Media Money Scams & How to Spot Them

May 2, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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Retirement nearing? Do these 5 things first.

Apr 2, 2024
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Mar 2, 2024
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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Investors & the Markets: What to Watch Out for in an Election Year

Feb 2, 2024
Categories
Investments
Finance
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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Negotiating a Great Mortgage in a High Rate Environment

Jan 2, 2024
Categories
Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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Man reading newspaper next to laptop and phone

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Dec 2, 2023
Categories
Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next...
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Business page of a newspaper

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Oct 2, 2023
Categories
Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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Person writing a list in a notebook

How to Stop Subconsciously Sabotaging Your Financial Goals

Sep 2, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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Woman with graduation cap looking at the sky

Navigating the Post-Cancellation Era of Student Loans

Aug 2, 2023
Categories
Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
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Two people at work high fiving at a desk

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Jul 2, 2023
Categories
Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your...
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A man sitting on a bench watching a plane take off

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Jun 2, 2023
Categories
Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what...
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About Us

Our mission is to educate, prepare, and position our clients for success.

Our Office

1230 W Ash St Ste C
Windsor CO 80550

E: stephen@pattersonagency.com
P: 970-795-2137

     
 
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Rocky Mountain Wealth Advisors offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC Registered Investment Adviser. Rocky Mountain Wealth Advisors offers additional investment services and securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC, an affiliate of Diversify.

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