Broker Check
End of Year Money Moves and Year End Estate Strategies

End of Year Money Moves and Year End Estate Strategies

December 22, 2020

December 22, 2020

Dear Client Family and Friends:

If you celebrated the Festival of Lights, I hope it was a joyful time for you and your family.  Belated Happy Hanukkah.

Whether you celebrate the birth of Christ or just the magic of Christmas embodied in the tradition of Santa Claus, I hope you will have a safe celebration and experience the fullness of joy that comes with the season.

With the New Year comes new hopes, new expectations, and yes, hopefully an end to COVID-19. 

Wishing you good health, unimaginable joy, and blessings too many to count in 2021.  Happy New Year!

As always, please remember, you only have 168 hours to live your life this and every week.  Spend your 168 hours doing the things that only you can do – the things that are really important to you.  Spend more time with the people you love.  (And tell them you love them, too.)  Do activities to help improve your health and fitness and spiritual life.  Engage in activities that give joy to others (and see how much you benefit, too).  Laugh out loud.  Express your creativity.  Play a game.  Take a friend to lunch – even if it is virtually.  Donate your time to a worthy charity.  Change your routine.  Be a blessing.  Live a high-performance life! 

Thank you for your relationship and for your continued confidence and commitment.  You are one of the blessings for which I am most grateful. 



Luana Mobley Corral, CFP®, CFS®, CLTC™. BFA™


PS          I hope you enjoy the attached articles:  End of Year Money Moves – Some things you might consider before saying goodbye to 2020 and Year-End Estate Strategies – What you need to know to get ready for the end of the year.  Click on the titles below:

End of Year Money Moves

Year End Estate Strategies