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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Blue Sands Wealth, Financial service, 100 Spectrum Center Drive, Suite 900, Irvine, CA.

Blue Sands Wealth is an independent advisory firm helping clients simplify complexity, align investments and planning, and build clear strategies to grow, protect, and transition wealth with confidence.

10/13/2026

Trump $5,000 Checks and $500 ACA Rebates: What to Know
President Trump is talking a lot lately about sending checks to American taxpayers.

As the 2026 midterm elections approach, President Donald Trump is promising Americans money directly from the federal government. So far, that includes a recent proposed $5,000 “dividend” for adults and $500 rebates for certain Affordable Care Act (ACA) enrollees.

Understandably, the promises are causing confusion about where the money is coming from, how certain the payments might be, and who may be in line to receive the funds.

So far, the administration has indicated that the ACA rebates are expected to begin in October.

Read more here: https://www.kiplinger.com/taxes/trump-dividend-and-aca-rebate-checks-what-to-know

10/12/2026

Our Founder Letitia Berbaum was recently asked to share her expertise on a women’s leadership panel at her alma mater, Cal State Fullerton.

“There is something about being back on campus that brings back so many memories. The energy, the excitement, and the feeling that anything is possible. It was great reconnecting with fellow alumni and hearing about all the different paths we've taken since graduation.

During the discussion, I shared a little about my own journey. I grew up watching my mom run a cleaning company, and money was often a source of stress and uncertainty. Those experiences shaped me and ultimately led me to a career where I help people use money as a tool to create opportunities, rather than something to fear.

I also wanted people to walk away with something practical, not just another panel discussion. We talked about simple budgeting habits, ways to be more intentional with spending, and small financial decisions that can add up over time. Building financial confidence doesn't happen overnight. It happens one step at a time.”

Tish remains dedicated to helping advance women in business, one step, one decision and one strategic choice at a time.

10/08/2026

Did you know? As a part of RFG advisory, our clientele’s assets are secure with Charles Schwab as the third-party custodian. With two offices nationally, we are poised to serve our clients coast to coast. Blue Sands Wealth offers the personalized care you deserve while being supported by the long-standing strength of both RFG and Schwab. We have curated our dream team to serve our clientele at the highest level.

10/06/2026

The 'Horizontal' Wealth Transfer: Why Spouses, Not Kids, Are Inheriting Trillions First.

Before it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here is how to prepare.

Gen Xers and millennials are in line to receive trillions of dollars in the Great Wealth Transfer, but first the money must pass to the surviving spouse. Known as horizontal wealth transfer, women will benefit more, as they statistically outlive their husbands by an average of five years.

Of the $124 trillion in wealth expected to transfer hands during the next two decades, $54 trillion will move horizontally to the spouse, according to a 2024 Cerulli Associates report. Once the widow spends money on healthcare, travel and other expenses, what's left over will go to the younger generations.

Inheritance of any size may be welcome, given that many Gen Xers and millennials, based on a new survey conducted by Morning Consult on behalf of Kiplinger, don't expect any windfall at all. That's even though 47% of parents expect to leave a meaningful one.

Read more here: https://www.kiplinger.com/retirement/inheritance/the-horizontal-wealth-transfer-spouses-not-kids-are-inheriting-trillions-first

10/05/2026

Coast to coast, we believe in supporting all things local, including our schools! Together, we are helping each other by reinvesting in community.

10/01/2026

Blue Sands Wealth was a proud sponsor of the 2026 Hoag H.E.R. Summit. The event was designed to empower women with knowledge, resources, and expert-led insights to optimize their health, well-being, and longevity across every age and life stage. As women and wealth are a focus for Blue Sands, we were inspired to be a part of such an extraordinary opportunity – designed by women, for women. Thank you to Hoag Hospital Foundation for creating such a value rich experience for all of us who were in attendance!

09/29/2026

7 Tax Breaks and Strategies Gen X May Often Overlook.
Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

For Generation X, those born between 1965 and 1980, retirement looks vastly different from what it did for many of their parents and grandparents.

As traditional pensions phased out, more responsibility for saving and investing shifted to individual workers. Instead of relying on one predictable source of retirement income, many have had to piece together their own retirement nest eggs across 401(k)s, IRAs, Roth accounts, HSAs, and other investments.

And, for the generation nestled between Baby Boomers and Millennials, saving for retirement isn’t the only priority.

Read more here: https://www.kiplinger.com/taxes/tax-breaks-and-strategies-gen-x-may-often-overlook

09/28/2026

Elevating our skills to serve our clients at the highest level is always a priority for us. We live in an ever-evolving world, which means our knowledge needs to follow suit as well. Our founder Letitia Berbaum was inspired to attend this year’s Futureproof Festival. The immersive educational experience did not disappoint. Our team is grateful for the information showcased and we look forward to sharing the insights gained with our valued clientele.

09/24/2026

October is right around the corner. Are your financial plans up to date? If not, let’s talk. There is no need to wait for a new year to refine your financial plans. A few hours of planning today can help you make smarter decisions tomorrow.

09/22/2026

August Inflation Data Keeps a September Rate Hike in Play: What to Know.

The August CPI report is the last inflation update the Fed will see before next week's policy meeting. Here's what economists are saying about the data.

The August Consumer Price Index (CPI) report is the last inflation update the Federal Reserve will see before it meets next week. After the August jobs report came in much better than expected and lifted odds of a September rate hike, this week's inflation data carries an outsize significance for the Fed and its upcoming policy decision.

According to the Bureau of Labor Statistics (BLS), headline inflation rose 0.4% from July to August, faster than the 0.1% increase the month prior but in line with economists' forecasts.

The August CPI was up 3.4% year over year, the same as July and matching estimates.

Read more here: https://www.kiplinger.com/investing/economy/cpi-report-august-2026-what-to-expect

Address

100 Spectrum Center Drive, Suite 900
Irvine, CA
92618

Telephone

+19496201565

Website

https://bluesandswealth.com/

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