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Blog

David Findlow | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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David Findlow | Apr 1, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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David Findlow | Mar 11, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Market Volatility Chart
David Findlow | Feb 27, 2025

Feeling uneasy about the market? Read this first

Investments
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
Read More
David Findlow | Feb 11, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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David Findlow | Jan 11, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
default blog image
David Findlow | Dec 11, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
David Findlow | Nov 11, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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election statistics
Mountain Legacy Family Wealth Partners | Oct 18, 2024

Elections & market reactions

Investments
Economy
What do presidential elections mean for your portfolio?
Read More
Performance after rate cuts
Mountain Legacy Family Wealth Partners | Sep 25, 2024

Lower interest rates. Now what?

Investments
Economy
Why did the Federal Reserve cut rates? Learn more here.
Read More
Job Growth
Mountain Legacy Family Wealth Partners | Aug 21, 2024

What happens next? (market rollercoaster)

Investments
Economy
It’s been a wild August for markets. Let’s review.
Read More
Presidential Election
Mountain Legacy Family Wealth Partners | Jul 24, 2024

New presidential candidate? (What it could mean)

Investments
Economy
Tax
A lot has happened recently. Let’s review.
Read More

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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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