Tax Preparation and Planning · Accounting and QuickBooks · Investment Management · Financial Planning · Retirement Planning · click HERE to start planning now
The partners of Serritslev Norwine & Co CPAs, LLP have been serving clients in the Santa Ynez Valley and beyond for over 40 years.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Good employee health can be great for the company’s bottom line.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Four vacation destinations you might never have thought of.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?