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Great investments and retirement planning begins with an understanding of what YOU want and need. Here are the tools to help you gain financial security, discover smart investments, and learn investing basics.

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  2. 2023
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Financial Time Travel: How Your “Future Self” Can Help You Make Better Financial Decisions Today

May 18, 2023

When making a decision, do you take ALL facts into account – including your “future self?” When most people make a decision it’s hard for them to see the impact of their decision on their “future self” – but this is a critical piece of information to take into account. Professor Hal Hershfield, Associate...

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Why Anti-Money-Laundering Rules are Making International Investing Harder

May 4, 2023

Anti-money-laundering rules have become stricter since 9/11, in order to stop terrorism at the financial level. How does AML (anti-money-laundering) legislation affect international investors? David Kuenzi, a certified financial planner with Thun Financial, explains why AML legislation has made opening an American...

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