Scarlet Oak Financial Services


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Women’s Financial Empowerment- Join Us!

Welcome: Women make up 47% of the total US labor force and have branched into almost every area of industry from technology to the arts.[1]  They are 56% of all college students for the last 18 years.[2] For almost a decade, women have earned more graduate degrees, both master’s and doctoral degrees, than men[3]. But…

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Women Need to Take Charge of Their Money

Why do so many of us delegate financial responsibilities to others?         Many women are in charge of their financial lives, and proudly so. Some have become their own financial captains as a result of life events; others have always steered their own ships. Even so, there are too many women who are left…

Market a Mixed Bag- What that means for Atlanta.

Market a Mixed Bag- What that means for Atlanta.

CONSUMER SENTIMENT HITS A 2-YEAR LOW Analysts surveyed by MarketWatch thought the University of Michigan’s preliminary January consumer sentiment index would display a reading of 97.5. Instead, it came in at just 90.7, dropping 7.6 points from its final December mark to its lowest level since October 2016. Richard Curtin, the economist who has long…

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Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow.   IRAs, or Individual Retirement Accounts, are investment vehicles used to help save…

tax prep

Atlanta, It is time for Tax Prep!

If you haven’t done so already, it’s time to get ready to file your taxes. Whether you use a tax professional or prepare your taxes yourself, the first step is to get organized and a tax preparation checklist can help you do that. Here are some tips to help you get started.   Collect your…

tax scams

Tax Scams & Schemes

Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service (I.R.S.). These cons occur year-round, not just during tax season. In response to their frequency, the I.R.S. has listed the 12 biggest offenses – scams that…


Need Your Accounts Tax Documents?

We always get a lot of questions about receiving 1099’s on accounts. Most 1099’s will be available online Jan 18th through Feb 13th, and after that a correction cycle happens every two weeks. Please expect that mailed  copies will be five to seven business days after it is posted online. Want to get your TD Tax…

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The Importance of Setting Intermediate Financial Goals

You understand the value of setting financial goals. Goals serve as stepping stones to achieving your dreams. Saving for retirement is a top priority for many people since some analysts suggest you may need as much as $1 million to retire comfortably.[1]  But what about those intermediate goals, the ones you set along the way…

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Kick off the year right, Atlanta!

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Ways to Repair Your Credit Score- New Year, New You, Atlanta

Steps to get your credit rating back toward 720.                            We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score declines. What steps can we take to repair it?    Reduce your credit utilization ratio (CUR).…

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