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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The tax rules that govern donating art are complex and confusing. Take a closer look.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here are six flags that may make your tax return prime for an IRS audit.
One of the most common questions people ask about Social Security is when they should start taking benefits.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding how capital gains are taxed may help you refine your investment strategies.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.