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I’ve Become a Southeast Asian Snowbird

Countries like Vietnam, Cambodia and Laos offer unrivaled sights, amenities and adventures for the older traveler. (By Deborah L. Jacobs)
Jerilyn Klein -

When Clients Consider Leaving a Charitable Legacy

Whether it’s including family members in the philanthropic mission or setting up a charitable plan for a business, advisors can assist. (By Ken Nopar)
Jerilyn Klein -

Which Cities Have the Longest and Shortest Commutes?

Taking the car is faster and more expensive than using public transit, the Coast study of 100 U.S. metro areas confirms.
Rethinking65 -

Former Army Financial Counselor Guilty of Defrauding Service-Member Survivors

He manipulated members of at least two dozen Gold Star families into transferring $9.9 million of benefits into accounts he controlled.
Dorothy Hinchcliff -

A Taboo Topic Advisors Need to Talk About

Clients’ financial plans may fail if you’re unaware of the caregiving responsibilities they shoulder for older family members.
Jerilyn Klein -

Persistent Inflation Pressures Could Delay Fed Action

The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024. (Pimco)
Dorothy Hinchcliff -

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