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Blog

David Findlow | Sep 17, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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David Findlow | Sep 10, 2025

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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David Findlow | Sep 3, 2025

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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David Findlow | Aug 27, 2025

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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magnifying glass on top of a financial chart
David Findlow | Aug 22, 2025

Economy Slows, Stocks Soar - A Market Paradox Explained

Finance
Investments
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
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David Findlow | Aug 20, 2025

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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David Findlow | Aug 13, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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David Findlow | Aug 6, 2025

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
David Findlow | Jul 30, 2025

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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David Findlow | Jul 23, 2025

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Image of old building on American banknote
David Findlow | Jul 22, 2025

What the New Tax Bill Could Mean for You: 7 Big Changes You Should Know About

Tax Planning
Finance
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
Read More
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David Findlow | Jul 16, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Denver South

10375 Park Meadows Drive
Suite 525
Lone Tree, CO 80124

E | info@mtnlegacy.com

P | (720)-677-9840 (Scott Ross)

Denver Downtown

1800 Glenarm Place
Suite 1003
Denver, CO 80202

E | info@mtnlegacy.com

P | 720-954-2130

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Mountain Legacy are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.


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