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Life Events

Life Events in the context of personal finances is an event that significantly impacts a person’s financial situation and may require a change in financial planning and management. Such events may include getting married, having or adopting a child, buying a home, losing a job, divorcing, losing a spouse, or facing a serious illness or disability.

These events can bring about significant changes in income, expenses, assets, and liabilities, affecting a person’s short-term and long-term financial goals. Therefore, it is essential to have a solid financial plan in place to manage these changes and ensure financial stability and security for the future. It is recommended to consult with a financial advisor to help navigate these life-changing events and make informed decisions about managing personal finances.

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Contact Info

Scarlet Oak Financial Services
1117 Perimeter Center West,
Suite W-212
Atlanta, GA 30338

800.871.1219

fsykes@scarletoakfs.com

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Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration.

© 2023 Scarlet Oak Financial Services.

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  • Home
  • What We Do
    • For Insurance
    • For Wealth
    • For Retirement
    • For Education
    • For Business
    • For Personal Finances
    • For Tax Planning
    • For Estate Planning
    • For Everyone
  • About Us
    • Faye Sykes
    • Melinda Scaturro
    • Teresa Bath
    • Morgan Roopnarine
  • Education
    • Blog
      • Economic Updates
        • In the News
        • September 2023
        • August 2023
        • July 2023
      • Financial Planning
        • Investing
          • Investment Accounts
            • Individual Retirement Accounts (IRAs)
            • Employer Sponsored Retirement Accounts
            • Education Accounts
            • Healthcare Accounts
          • Investing Basics
        • Insurance
          • Life Insurance
          • Annuities
      • Personal Finance
        • Money Management
          • Budgeting
          • Saving
          • Debt
          • Career
          • Credit Score
          • Homeownership
          • Healthcare
          • Life Events
          • Taxes
        • Family Finances
          • Estate Planning
          • Educational Planning
        • Retirement
          • Social Security
      • Small Business
    • Videos
    • Events
  • Contact Us
    • Press
  • Client Portal
    • Existing Clients
      • Understanding How to Read Your Statements
      • How to Update Your Beneficiaries on Your LPL Accounts
    • New Clients
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