The desire to give back remains strong among pre-retirees and retirees. According to a recent Fidelity Charitable survey, nearly 60% prioritize charitable contributions as a key financial goal, with 78% revealing it’s a “significant” or “important” part of their lives. This passion for philanthropy presents a unique opportunity for financial professionals to add value by helping clients align this charitable giving with their financial and retirement plans.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
Latest posts by A&A Editorial Team (see all)
- Falling Short: Why Retirement Plan Websites and Apps Are Disappointing Users - March 14, 2025
- 2026 CMS Final Rule: What Agents Need to Know Now - March 10, 2025
- Challenges to Charity: Helping Clients Plan Their Charitable Giving - March 7, 2025
