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Blog

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David Findlow CFP® | May 15, 2026

The Mid-Year Financial Tune-Up: 7 Moves Colorado Families Should Make Before July 4th

Tax
Tax Planning
Retirement
Is your financial plan still on track for 2026? Learn the 7 mid-year financial moves Colorado families must make regarding 401(k)s, taxes, and investments
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Jeff Blomgren CFP® | May 8, 2026

Non-Qualified Deferred Compensation for Energy Executives: The Unfunded Promise Hiding in One of Your Biggest Retirement Accounts

Retirement
Savings
Have a massive Non-Qualified Deferred Compensation (NQDC) balance? Learn how energy and mining executives can protect their NQDC from bankruptcy risks, Section
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David Findlow CFP® | May 6, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder by Kelly Sikkema courtesy of Unsplash.
David Findlow CFP® | May 1, 2026

Q2 Estimated Tax Payments: The June 15 Deadline Many Colorado Professionals Forget

Tax
Tax Planning
Retirement
Missing the Q2 estimated tax deadline? Learn how high-earning Colorado professionals can navigate the June 15 deadline, safe harbor rules, and 2026 tax
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a woman sitting at a table with lots of papers by Dimitri Karastelev courtesy of Unsplash.
Jeff Blomgren CFP® | Apr 24, 2026

Your Mining Company Just Got Acquired: The 90-Day Financial Playbook for Executives

Education
Mining
Tax Planning
The press release hits your inbox at 6:02 a.m. A larger competitor is acquiring your mining company. The stock spikes, the group chat lights up, and somewhere
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David Findlow CFP® | Apr 22, 2026

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Stock market chart shows a downward trend. by Arturo Añez courtesy of Unsplash.
Jeff Blomgren CFP® | Apr 17, 2026

Gold at Record Highs: Should Mining Executives Diversify Their Concentrated Company Stock?

Finance
Tax Planning
Retirement
Investments
When your company’s stock is at a record high, it feels wrong to sell. But for mining and energy executives, a concentrated position in one company’s stock has
Read More
David Findlow CFP® | Apr 15, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

Read More
silver round coins on blue round container by Nick Fewings courtesy of Unsplash.
Jeff Blomgren CFP® | Apr 10, 2026

The 2026 Roth Catch-Up Rule: What High-Earning Mining and Energy Executives Need to Know

Retirement
Tax Planning
Starting in 2026, if you are 50 or older and earned more than $150,000 in FICA wages last year, any catch-up contributions to your employer-sponsored retirement
Read More
David Findlow | Apr 8, 2026

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

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 you do while you’re vacationing. And
Read More
green grass and green trees by Ashim D’Silva courtesy of Unsplash.
Bryan Jordan CFP® | Apr 3, 2026

Backdoor Roth Contributions in 2026: The April 15 Window Colorado High Earners Miss Every Year

Retirement
Tax Planning
You earn too much for a Roth IRA. Your income topped out Roth limits, and the IRS says your money doesn't belong there. That's the frustration dozens of
Read More
David Findlow | Apr 1, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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Denver South

10375 Park Meadows Drive
Suite 525
Lone Tree, CO 80124

E | info@mtnlegacy.com

P | (303) 418-5243 

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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