Amy E Winchester, CFP • Winchester Capital Services, LLC

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Amy E Winchester, CFP • Winchester Capital Services, LLC Winchester Capital Services offers Wealth Management & Business Advising services.

Let's talk business and money- how to borrow it, how to spend it, how to make it, how to save it & how to give it.

As the new year gets underway, it's a good time to build a habit that pays off all year long: actually reading your fina...
10/28/2026

As the new year gets underway, it's a good time to build a habit that pays off all year long: actually reading your financial reports every month, not just pulling them together once a year for taxes. Today, we're sharing three reports worth putting on your monthly calendar, along with what to watch for in each. Swipe through to see what they are.

Want help building this into your routine or just want a regular check-in on how things are looking? Give us a call anytime. We're happy to help with this or anything else on your mind.

Year-end tax planning often feels like something there will be time to deal with later, until later arrives all at once....
10/27/2026

Year-end tax planning often feels like something there will be time to deal with later, until later arrives all at once. Starting now can give your business more room to make smart decisions, avoid a last-minute rush, and take action while more options are still on the table.

One key end-of-year tax planning tip is to run a year-end tax projection. Before making any big moves, it helps to know where your income is likely to land. A year-end projection can help estimate taxable income and identify whether it makes sense to accelerate expenses, defer income where appropriate, increase retirement contributions, or adjust estimated tax payments.

Thoughtful year-end planning starts with understanding where you stand and which moves are worth making before the calendar turns. If you’re interested in running a year-end tax projection, contact our office. We are here to help your business.

December brings a familiar scramble for a lot of business owners: a rush to buy equipment before the calendar flips, dri...
10/27/2026

December brings a familiar scramble for a lot of business owners: a rush to buy equipment before the calendar flips, driven mostly by the fear of leaving a tax break on the table.

While that instinct isn't wrong, the math behind it is more nuanced than most people assume, and the deduction alone shouldn't be what decides a significant purchase. Swipe through for key factors to consider.

We hope you found this post helpful. And, if you’ve made a significant year-end purchase and are wondering about the tax impact, don’t hesitate to reach out to our team. We are here to help you.

10/26/2026

On November 1st, daylight saving time ends, and the clocks fall back an hour. This shift not only gives us an extra hour of much-needed sleep but also serves as a timely reminder to take care of a few things around the house as we approach winter.

So, that said, here is a quick home checklist worth running through as the days get longer:

✅Turn back any clocks that do not automatically adjust themselves before bed on Saturday night.

✅Test and replace the batteries in your smoke and carbon monoxide detectors. This is one of the easiest ways to keep your household safe heading into winter.

✅Check your outdoor and security lighting. As daylight hours get shorter, having well-lit outdoor spaces can be a key safety step.

Taking care of these small to-do list items can make a real difference in how safe and prepared your home feels all season long.

As always, if there is anything we can assist with, do not hesitate to reach out. We are here to help.

For many business owners, accounting becomes a priority when tax season rolls around. But professional accounting suppor...
10/24/2026

For many business owners, accounting becomes a priority when tax season rolls around. But professional accounting support goes well beyond preparing an accurate return during filing season.

Working with an accountant can help provide you with reliable, up-to-date financial information that you can use to make informed decisions, reduce administrative stress, and keep your business moving in the right direction year-round. Swipe for a few more benefits of working with a professional accountant.

Professional accounting services can provide value all year long — not just as you prepare for tax season. If you’re wondering whether your current accounting processes are giving you the support and financial insight your business needs, we’d be happy to talk. Don’t hesitate to reach out to our team.

Some of the most valuable year-end tax opportunities are the ones business owners do not revisit often enough. This can ...
10/23/2026

Some of the most valuable year-end tax opportunities are the ones business owners do not revisit often enough.

This can include evaluating whether your current entity structure still makes sense. As a business grows, the structure that worked from the start may no longer be the most tax-efficient.

A sole proprietorship, partnership, LLC, or S corporation can each produce different tax results depending on profitability, payroll, and owner compensation. This type of review can impact self-employment taxes, how income is reported, and overall planning flexibility.

Contact our office if you want to review whether your current entity structure is working in your favor. We can run the numbers and help you determine what makes the most sense for your business.

As the year winds down, now is the time to make proactive decisions that could help reduce your tax liability and set yo...
10/23/2026

As the year winds down, now is the time to make proactive decisions that could help reduce your tax liability and set your business up for a stronger start next year.

Swipe through two key tax moves to consider before year-end: revisiting estimated tax payments and accelerating deductible expenses.

Ready to review your numbers or map out the most effective strategy for your situation? We're here to help. A quick year-end check-in can make a meaningful difference come filing season. Give us a call anytime.

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from All...
10/22/2026

Looking for a festive Halloween dinner that will impress the whole table? These Jack-o'-Lantern Stuffed Peppers from AllRecipes are as fun to make as they are to eat.

It's festive, filling, and, honestly, pretty impressive-looking when it comes out of the oven. Our team couldn’t resist sharing!

Wishing you and yours a safe and happy Halloween!

📖: https://www.allrecipes.com/recipe/8284459/jack-o-lantern-stuffed-peppers/

As year-end approaches, you may be thinking about supporting charities and organizations that are important to you. Supp...
10/22/2026

As year-end approaches, you may be thinking about supporting charities and organizations that are important to you. Supporting the causes you care about can also be part of a thoughtful financial plan. And when you meet certain IRS requirements, your contributions may also provide tax benefits.

However, the tax rules surrounding charitable contributions have changed for 2026, and proper documentation remains essential. Swipe for a few things to consider before making a gift.

If you’re including charitable contributions in your year-end financial planning, a little preparation can help ensure your contributions achieve what you intended, for both the organizations you support and your overall financial plan. That’s what our team is here for. If you'd like to discuss how charitable contributions may affect your 2026 taxes, don’t hesitate to reach out. We are here to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
10/21/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

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New Orleans Metropolitian Area
Metairie, LA
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