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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. 
Helpful Content
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.