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09042024

Financial Health Check-In: Assess, Adjust, and Activate Your Plan

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Thoughtful Endings Pave the Way for Intentional Beginnings: Why Curating Your Exit Plan Today is Vital for Tomorrow

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Cash is King: How to Build Your Emergency Funds and Short-term Savings

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Planning Your Estate: How a True Wealth Financial Binder Can Help

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Four Strategies Investors Can’t Ignore During Market Turbulence

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Reflections In Quarantine, Part 2

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Reflections In Quarantine, Part 1

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GameStop Trading Frenzy Reveals Investor Vulnerability

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Election- Now What?

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Articles of Interest

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Establish Your Charitable Giving Structure

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Lesson from the FIRE Movement

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Get a Jump Start on Your 2022 Taxes

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Negotiating for Workplace Benefits

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The Benefits and Risks of Income Investing

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5 Tips for a Financially Strong 2022

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Why You Need an Evolving Financial Plan

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3 Tips for Evaluating Portfolio Performance

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Giving Back During the Holidays

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Letitia Berbaum

  • 949-620-1565
  • Click HERE to email Letitia Berbaum
  • 100 Spectrum Center Drive, Suite 900, Irvine, CA 92618
      

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  • Our Team
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  • Creating Your Vision
  • Community
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Blue Sands Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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