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The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are common mistakes you can avoid when saving for retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the social impact of investing is just as important as the return, perhaps more important.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Do your insurance needs stay the same when the nest empties?
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?