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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.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
These food myths will really put a drain on your wallet.
Bonds may outperform stocks one year only to have stocks rebound the next.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Five phases to changing unhealthy behaviors.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
When markets shift, experienced investors stick to their strategy.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.