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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
A change in your mindset during retirement may drive changes to your portfolio.
A quick look at how federal income taxes work.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A windfall from a loved one can be both rewarding and complicated.
Discover your financial planning sign.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
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 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.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations?
A couple become Retirement Plan Detectives, searching records from old employers.
Learn about the importance of having an estate strategy in this helpful and informative video.
Have you explored all your options when it comes to managing your taxable income?
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?