Surprisingly, it seems that many advisors and their clients don’t discuss giving as part of an overall financial plan. This was the finding of two new studies by Fidelity Charitable as reported in a June 13 RIABiz article by Lisa Shidler. The surveys, one of financial advisors and one of clients, found that many planners under-estimate their clients’ charitable giving.
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Rick was among the advisors interviewed for the article, which you can read here.
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Even Scrooge Might Like This Way of Giving
