650 Alamo Pintado Road
Suite 203
Solvang, California 93463

(805) 688-8719
bill@solvangcpa.com

Busting the Bubble Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire?

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.

 

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Emerging Market Opportunities

What are your options for investing in emerging markets?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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