COVID-19 UPDATES A Message from Your Advisors at Serratelli Financial Group: We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world. We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us. We love seeing all of you in the office, however at this time we feel that one on one virtual appointments are what will serve everyone best. Please email Rachel@sfgpa.com if you would like to set up a one on one with your advisor. If you have any questions or concerns, please do not hesitate to reach out. We wish everyone good health as we all work to get through this challenging time.
Understanding Today’s Financial Environment
Welcome, we’re Serratelli Financial Group, a financial organization in Bethlehem, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The earlier you start pursuing financial goals, the better your outcome may be.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Without your knowing, your investment portfolio could be off-kilter.
Here are six flags that may make your tax return prime for an IRS audit.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all your options when it comes to managing your taxable income?
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
There are hundreds of ETFs available. Should you invest in them?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?