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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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Here are 5 reason why you may consider working through retirement.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The true cost of raising a child may be far more than you expect.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
For some, the social impact of investing is just as important as the return, perhaps more important.
Being healthy not only makes you feel good, it may also help you financially.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.