RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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An Everything Bagel of Good News

August 30, 2022

These days, an encouraging word can feel like a relief. Here are a few positive stories I’ve noticed lately – like an “everything bagel” sprinkled with good news.I saw a recent report in The Guardian about the...

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At Serratelli Financial Group, our goal is to provide you with strategies for meeting your financial goals, reducing your tax exposure and protecting your assets. Whether you just started your first job or are enjoying retirement, we will show you options that seek to improve your financial health. It’s not enough for you to just reach your financial lifestyle goals, we want you to exceed them.

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