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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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?
Ascertaining the value of your business is important for a variety of reasons.
There are things about Social Security that might surprise you.
Couples may be able to head off many of the problems in a marriage that money can cause.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Knowing the rules may help you decide when to start benefits.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Here are five facts about Social Security that might surprise you.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?