Welcome! The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years. If you are looking for an accounting firm that will offer you comprehensive financial guidance, we encourage you to call or email us to discuss your personal situation.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Here are five facts about Social Security that are important to keep in mind.
Here are 4 great, and sometimes unexpected, places to raise a family.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This worksheet can help you estimate the costs of a four-year college program.
What kind of auto insurance should you have? Do you know?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
How do the markets usually react to elections? Was the 2016 election any different?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Recent changes in estate tax laws could affect the strategy you have in place.
Understanding the cycle of investing may help you avoid easy pitfalls.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”