Capital Advisory Group - February 2020

119 Old State Rd., Ellisville, MO 63021 THE WEALTH ZONE Plus, How to Make the Most of Your Bonus Day in February WHAT’S IN A CARD? FEB 2020

Besides celebrating Valentine’s Day this month, there’s another holiday that caught our attention: Send a Card to a Friend Day, which is celebrated on Feb. 7. Now, we don’t know about you, but we get far fewer handwritten cards these days. Can you think of the last time you got one, much less wrote one? Because of the rarity of seeing a card that’s handwritten, when you do open your mail and see one, it’s the first thing you go for, right? It feels extra special. Sometimes companies even try to use that novelty to fool us with mail that looks handwritten but is just a convincing font. This holiday is a great reminder about the power of a handwritten card. While an email or text might be much faster, there’s something that gets lost in digital format. A handwritten card seems to impart more of the author’s personality into the message. In that spirit, we encourage you to take a moment this month, sit down, and write to someone you haven’t talked to in a while. You will most certainly make their day. For all of you born on leap day, happy birthday! We can only imagine how exciting it is to have this year roll around

(though we’re guessing — and hoping — you find a way to celebrate every year). With this February having 29 days, we like to think of it as a bonus day, and there are so many ways you could spend it: going to see that movie you’ve been wanting to see, taking a spa day, or just hanging out with your family. We also encourage you to do something that may not sound as exciting in the moment but that will surely save some stress and headaches in the next two months: tax organization.The tax deadline will be here before you know it. Are you ready? It will make a world of difference if you do some simple organization and clean up now. Catalog and file the documents you’ll need to hand over to us, review your charitable contributions from last year, and see that you have receipts for all of them.This

will also give you time to contact the organizations if you need to get another receipt or proof of your donation. Particularly when it comes to your taxes, there are so many ways you can get ahead and take the stress element out of the tax season. Once you’ve put everything together, you can hand it off to us, knowing you’ve done what you can to put yourself in a good position with your taxes and feeling the weight lifted off as you let us take care of the rest. As always, let us know if you have any questions or would like guidance as you’re going about this process. Have a great February, an extra great Feb. 29, and we’ll talk to you next month.

-Jeff and John Zufall

(636) 394-5524 1

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