Blog

Wrap Up the Year Right: Get Ready for Tax Season Now As you’re decking the halls and checking your gift list twice, don’t forget one more thing that deserves attention before the ball drops: tax season. While it may not be as exciting...

Harvesting: Tax Losses and Gains

Ava McBeth- Seal

Monday, November 3, 2025

As the leaves change and Thanksgiving draws near, November is more than just a time for turkey; it’s a prime chance to evaluate your investments before the year ends. With the holidays approaching and only a few weeks remaining in the...

Don't let your Finances Haunt you!

Ava McBeth- Seal

Wednesday, October 1, 2025

As the air gets crisp and pumpkins start popping up on porches, October is the perfect time to get ahead of financial fears before they turn into real-life nightmares. While you’re preparing costumes and candy, don’t forget to check in...

Investing: For beginners

Ava McBeth- Seal

Monday, September 1, 2025

Investing for beginners can feel overwhelming, but the right approach can be a powerful way to grow your wealth over time. Here’s a straightforward guide to get started.

A College Students Guide to Budgeting like a Boss

Ava McBeth- Seal

Friday, August 1, 2025

College is an investment, one that can pay off for a lifetime. Creating smart money habits now can save you thousands in the long run. Apply for FAFSA early, borrow only what you need, and build a realistic, flexible budget.

Accounting- The Backbone of every Successful Business

Ava McBeth- Seal

Tuesday, July 1, 2025

When people hear the word "accounting," they often think of spreadsheets, tax returns, and long hours with a calculator. While those elements are part of the profession, accounting is far more than number crunching.

Vacationing like a Pro

Ava McBeth- Seal

Monday, June 2, 2025

Everyone deserves a getaway, but that doesn't mean you have to break the bank to do so. Whether it's just a day trip or a week long trip here are some tips to help you get the most out of your relaxation time!

Reaching your 70s is a milestone worth celebrating. It’s a time to reflect on the achievements of your life, cherish relationships, and enjoy the fruits of your hard work. However, the paychecks have stopped, so now what? Financial...

Your 60s mark a pivotal decade for financial planning as you approach or enter retirement or reinvention. This is a time to relax and get back to what’s important or perhaps consider a new career or working a job that’s less stressful....

Your 50s are a pivotal time for financial planning. You’re reaching the peak of your career, and you’ve found a nice balance between work and homelife. With retirement on the horizon, it’s essential to review your financial goals,...

Financial planning evolves as we move through different stages of life. In your 30s and 40s, you're likely juggling career growth, family responsibilities, and long-term goals. It is understandable that at this phase you are excited...

Gift-giving is a special way to connect with others, and finding the perfect present can make all the difference. Whether it’s a heartfelt gesture or a practical item, the right gift can leave a lasting impression. As we prepare the...

Kerry Milligan’s mother is notorious for “gifting” an experience, like a family vacation, to her children and grandchildren at the end of the year. Her goal is to use the funds to create memories with her grandchildren that will be a...

As we move into 2025, the SECURE Act 2.0 is set to reshape the landscape of retirement planning and savings. Building on the original SECURE Act of 2019, this new legislation introduces a variety of reforms designed to expand access to...

A comprehensive financial plan includes not only tax planning and wealth management but also insurance, legacy planning, and estate planning. Many terms get thrown around when we talk about holistic wealth management with our clients,...

What a joy it is to live and work along the Mississippi Gulf Coast. We are blessed with scenic beauty, plentiful outdoor recreation activities, cultural attractions, and lively entertainment, as well as world-famous local cuisine!...

One of the services we offer here at Strojny Financial Services is business planning—helping small businesses establish essential strategies for every stage in the life cycle of the business: maximizing cash flow, planning for growth,...

The first day of summer may be June 20 this year, but now that schools are out, summer is in full swing for many families. Jenn and Kerry celebrated their daughter’s high school graduation in late May and are looking forward to...

As the political climate heats up every four years in the United States, so too does the speculation surrounding the stock market's reaction to presidential elections. Investors often find themselves on a rollercoaster ride of...

The time has changed, the days are getting longer, the weather is warming up—all signs that spring has arrived! This also means that Tax Day is upon us here at Strojny Financial Services. April 15 is the deadline for individual and C...

Tax Season is in full swing here at Strojny Financial Services, and we’re doing our best to help our clients make tax-smart investment decisions based on their individual goals and risk profile. As we prepare tax returns this...

With the new year comes many updates in our world of tax and accounting work at Strojny Financial Services. Most of them we take care of when we prepare your tax return, but there are a few that apply directly to our business clients....

December is here, and that means the New Year is just around the corner. The end of the year is certainly a busy time with shopping, traveling and holiday gatherings with friends and family. However, it’s important to set aside...

Consolidating your 401(k) accounts can be a smart financial move, as it can simplify your retirement planning, potentially reduce fees, and help you make more informed investment decisions. And, we are here to help. Managing multiple...

As Jenn and Kerry Milligan embark on the college application and selection process with their older child, they've been taking copious notes of things they've found interesting, along with ones they've found surprising, along the way....

The Employee Retention Tax Credit (ERTC) is a refundable payroll tax credit that helps businesses keep employees on payroll, even if they are not working, during challenging economic times, such as the COVID-19 pandemic. ERTC was...

In late December 2022, Congress passed the Consolidated Appropriations Bill (2023) that included provisions of a retirement bill now known as SECURE Act 2.0. The focus of the bill is retirement-based accounts, such as IRAs, Roth IRAs...

Just like that, it’s back-to-school time. School supply wish lists have been distributed. Class schedules have been sent out. Students and teachers are preparing to return to their classrooms, and parents are looking forward to...

School is out, and summer vacation is in full force. It can feel like a foray into retirement with the tradeoff of school schedules to leisure activities. Some of our staff and their families are spending time at the ballfield, while...

Even with all the planning you do across multiple aspects of your life, unexpected events will occur, and you need to be as prepared for them as possible. When it comes to your family and their well-being, one of the most important...