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
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Looking ahead can help you conquer these unique obstacles.
It's important to understand the pros and cons when considering a prepaid debit card.
Beware of these traps that could upend your retirement.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here's a breakdown of how the federal government spends your tax money.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How does your ideal retirement differ from reality, and what can we do to better align the two?