Posts by Scarlet Oak
Do You Need Life Insurance in Retirement?
Why do you get life insurance? It may be because you understand that tragedy can strike in a moment. Or perhaps you may want to make sure your family is taken care of after you’re gone. Life insurance helps provide you and your family with peace of mind for your future needs. Insurance payouts may…
Read MoreEverything You Need to Know About Life Insurance
Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you will not be around to address the concerns of your loved ones in the event of your death, you may want to ensure their financial welfare is secure. You may want to provide a legacy of sorts…
Read MoreShort Sales in an Economic Downturn
Short Sales in an Economic Downturn By Eileen W. Smith The recent economic downturn related to Covid 19 virus has raised questions once again regarding the feasibility of Short Sales. First, the definition of a short sale is when a mortgage lender agrees to allow you to sell your home for less than what is…
Read MoreWhat to do with an old 401(k)?
What to do with an old 401(k)? Laid off during an economic crisis like now can be difficult. Leaving your old 401(k) behind should not be. There are some great advantages to rolling over your old 401(k)’s and IRA’s into one consolidated IRA. This includes – #1 More investment options– Unlike 401(k)s which reduces options…
Read MoreWhat’s Happening in the Economy right now?
Olive Gooden explains what is happening in the economy right now and what historical data can tell us about a Bear market. Oliver is the Director of Advisor Solutions at Wealth Advisory Group and a member of the Investment Policy Committee at Capital Asset Advisory Services, LLC. As a former Financial Advisor and Regional Director…
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