WINSTON PAUL CAPITAL MANAGEMENT, INC.

Spring is here, and it’s the perfect time to give your 401(k) plan a little spring cleaning! Swipe through to discover key areas to review and make sure your plan is performing its best for you and your employees. Ready to get started? Reach out to our team today to schedule your 401(k) check-up!

As we mark the St. Patrick’s Day holiday on March 17, it’s the perfect time to offer a reminder that the promise of luck is best left to four-leaf clovers?? This is especially true when it comes to your family’s future. Today and every day, we encourage you to protect what matters most with life insurance. Our team is here to help you build a safety net for your loved ones’ peace of mind and financial security. Ready to get started? Give us a call today.

You didn’t request a penny for our thoughts, but we’re going to share our two cents anyway! As most Americans have likely heard by now, the U.S. Treasury recently announced a halt in penny production. Today, we’re sharing an overview of what happened and the potential impacts, which can overall be considered “small change.” Swipe for more information, and reach out with any questions!

As we head into the busiest season, here's a quick reminder about upcoming tax deadlines: ?? S Corporation and Partnership Deadline: March 17th (for calendar-year businesses) ?? Individual Tax Deadline: April 15th ?? C Corporation Tax Deadline: April 15th If you’ve already arranged for us to handle your tax prep, we’re on it! ?? But if you haven’t sent in your documents yet, now’s the time? Need assistance or have questions? We're here to help! Don't hesitate to reach out.

Does securing your future and retiring with confidence seem overwhelming? Whether you start with Winston Paul or another advisor, do you disagree that it's important you start? Take a look at the graphics below. What's your reality going to be?

2025 is moving fast! Will you let the first quarterly BOSS ROUND TABLE of the year go by without being there? What's a BOSS Round Table? It's a confidential venue where you (Business Owner, CEO, or President of a company) can raise an important or critical corporate issue with many peers and receive valuable insights from those who have "been there, done that." Come join us on Friday, March 21, 2025 from noon to 2pm. Past participants loved it and felt if was worth the time away from the office. You can find a link to reserve your seat in the comments below.

Tax season is a prime time for scammers trying to take advantage of taxpayers.?Staying vigilant and protecting your financial details can help guard you against fraud. Swipe for five common types of scams. And remember to double-check the legitimacy of anyone who contacts you. Don't give out personal details without verification, and be sure to report suspicious activity to the IRS.?

Hardship distributions can be complicated, but as an employer, understanding your responsibilities is key to staying compliant and protecting your retirement offering. Swipe through for a quick breakdown of what you need to know. Need guidance? Our team is here to help simplify 401(k) hardship distributions and ensure your plan stays on track. Contact us today.

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and opportunity for your family’s future. Swipe through to discover six steps to get started. It’s never too early or too late to build a legacy. Contact our team today to create a personalized plan for your family’s financial future.

Tax season is in full swing, and two important filing deadlines are coming up: ?? March 17 – Deadline for S Corporations and Partnerships ?? April 15 – Deadline for C Corporations If we’ve already discussed your return, no worries — we’ve got everything under control! If not, let’s get the ball rolling. Reach out to us today, and we’ll make sure you’re all set.