Donating appreciated stock can be powerful, but there are two must-haves. The stock must have increased in value. And the charity must be able to accept stock donations. Many large charities can. Some smaller ones cannot. All it takes is a quick call to ask. And remember, the transfer must be completed by December 31. Watch the full explanation here: 👉 https://youtu.be/hPx-MHC_yBs?si=Gdqc3KpjyL4vfyMV Have you ever donated stock before? | Debra L Morrison
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The real cost is not what you spend. It’s what you miss. Miss a $2,000 401(k) contribution and you could lose $2,000 to $5,000 in employer match and tax benefits. Miss your FSA deadline and $300 to $500 can simply disappear. Deadlines matter more than most people realize. Watch the full breakdown here: 👉 https://youtu.be/Wl_l4-VASrk?si=E9S6lvbUybqD_Jss Which deadline are you checking first? | Debra L Morrison
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Life changes fast and your paperwork needs to keep up. Marriage, divorce, a loss, a new child or grandchild all mean it’s time to review your beneficiaries. Check your: • Insurance policies • Annuities • 401(k) & 403(b) accounts Update them and document the changes before year-end. This simple step protects the people you love and prevents future stress. Watch the full breakdown here 👉 https://youtu.be/Wl_l4-VASrk?si=E9S6lvbUybqD_Jss | Debra L Morrison
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