Skip to content
Atlanta
Scarlet Oak Financial Services

 

Mon - Fri 9.00- 5:00
APPOINTMENT ONLY

Posts Tagged ‘End of the Year’

A Plan for All Seasons: Your Estate Planning Checklist

A Plan for All Seasons Your Estate Planning Checklist Things to check & double-check as you prepare.   Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who die without their financial affairs in good order risk leaving their heirs some…

Read More

Some Changes Are Coming for 401(k)s

Take note of them for 2019.     Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave their jobs now have until October of the following year to repay plan…

Read More

Year-End Special Edition: A Look Back at 2018

The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that defined 2018, as well as some factors that may influence financial markets in the coming year. Year in Review Wall Street began 2018 in rally mode, as enthusiasm…

Read More