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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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five overlooked tax deductions to help manage your tax bill.
How literate are you when it comes to your finances? Brush up with these five basics.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Explaining the SECURE Act and how the changes affect your retirement strategy.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Peer-to-peer payment apps are one of the newest ways to send money.