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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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A few strategies that may help you prepare for the cost of higher education.
What can be learned from the savings rate?
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Do you know how to set up your financial goals for success? This knight does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.