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Blog

Luanne Jamieson | Oct 28, 2026

Financial Impersonation Scams: What to Watch For

Privacy
Risk Management
Finance
Savings
Family

Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer.

The more dangerous version sounds like

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Luanne Jamieson | Oct 21, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

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Luanne Jamieson | Oct 15, 2026

Retirement Isn't Just About How Much You Save. It's About When.

Retirement
Risk Management
Investments
Finance
Savings

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than

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Pocket watch nestled in the sand of a beach at sunset
MBI Financial | Dec 2, 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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ripples-in-the-sand-tower-of-symmetrical-rocks
MBI Financial | Dec 2, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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comforting-communication
MBI Financial | Dec 2, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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Investing Made Simple, Secure, and Smart

We help individuals and families grow and protect their wealth through expert investment management and personalized financial planning.

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