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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.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What’s the deal with your yearly free credit report?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Regardless of how you approach retirement, there are some things about it that might surprise you.
How literate are you when it comes to your finances? Brush up with these five basics.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here is a quick history of the Federal Reserve and an overview of what it does.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bucket lists don’t have to be for tomorrow.