Capital Advisory Group, Inc. April 2019

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119 Old State Rd., Ellisville, MO 63021 CapitalAdvisoryGrp.com

APR 2019

It’s one of the most wonderful times of the year here in St. Louis — baseball season! Do you look forward to baseball all year like we do? With the Cardinals’ season getting underway, we know what we’ll be doing this spring! Opening day isn’t far away, and we can’t wait! There are a few highlights to look forward to in the 2019 season. International games like the Mariners in Tokyo and a Yankees-Red Sox mashup in London promise some excitement across the seas. The Cardinals versus the Angels in June will feature former Cardinal Albert Pujols (if he’s healthy). And the Cardinals versus the Cubs in September will round out a thrilling season. Even if baseball isn’t the event of the season for you, there are plenty of activities to enjoy this month. We can celebrate finishing up our taxes, and “Don’t Go to Work Unless It’s Fun Day” is on April 3 (which happens to be just before opening day for the Cardinals, just saying). Hopefully, you’re still as enthusiastic about your job as you were the day you started. After all, we spend so much of our time at work. We feel WHAT WE’RE EXCITED ABOUT THIS SPRING

fortunate around here to enjoy our work and the people we work with — including you! As tax season winds down, it’s a good time to evaluate some of the bigger picture aspects of your finances. People tend to stop thinking about their taxes the minute April 15 passes. It’s a mistake we see far too often. You prep for the first few months of the year and then don’t think about them for another eight months.There’s no way you can maximize your options taking this route. You don’t have to think about taxes every day (leave that to us), but employing a quarterly system that involves some planning and review can help you make the most of your finances. Implementing a cohesive tax strategy is one of the most important steps you can take in 2019.

Speaking of important steps, Shred Day is happening on April 27! We’re looking forward to hosting this event for the second year and helping you clean out your offices and some of the outdated tax documents that are no longer serving you. Come join us and our local shred company for a day of fun — and freedom from clutter! P.S. In case you missed it, we wrote a book! We know it’s going to be really helpful as you’re developing your tax strategy, so we’ve included more information about it inside this newsletter. -Jeff and John Zufall

(636) 394-5524 1

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