Rachael DeCosta Archives | Sax Wealth Advisors, LLC

30 Sep The Bag Lady Syndrome! 5 Action Steps You Can Take Today to Help Put You On the Road to Recovery

Posted at 10:45h in Rachael DeCosta

Anna and The Bag Lady Syndrome[1] Anna has an important meeting and is dressed to the nines – she decides to wear the red bottom heels and use the quilted “C” purse that lives in its dust bag carefully placed in the back of her custom...

30 Sep 3 Financial Considerations Designed to Improve Your Pre-Divorce Experience

Posted at 10:42h in Rachael DeCosta

A client today said “I want to be able to stand in a field on my own …” Let’s get there! A Ramsey Research study of over 1,000 couples[1] found that finances were the #2 reason for divorce, and infidelity was #1. Despite this, we believe...

30 Sep Gray Divorce and Division of Employer-Sponsored Retirement Plan Assets: What are Qualified Domestic Relations Orders and 5 Distribution Strategies?

Posted at 10:41h in Rachael DeCosta

Scenario: I am 52 years old, divorcing, and our retirement assets are in my spouse’s 401(K). Now what[1]? Lack of money is a fear many may have when divorcing over 50 years old, aka “Gray Divorce.” In Gray Divorces, the division of marital property is often...

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30 Sep The Bag Lady Syndrome! 5 Action Steps You Can Take Today to Help Put You On the Road to Recovery

30 Sep 3 Financial Considerations Designed to Improve Your Pre-Divorce Experience

30 Sep Gray Divorce and Division of Employer-Sponsored Retirement Plan Assets: What are Qualified Domestic Relations Orders and 5 Distribution Strategies?

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