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Monday, September 16, 2024Financial Health Check-In: Assess, Adjust, and Activate Your Plan
Financial Health Check-In: Assess, Adjust, and Activate Your PlanBy Letitia BerbaumRegular check-ups on our health are a standard many of us have in our lives. From dental check-ups to growth check-ins for our little ones, assessing the current state of our health is vital to recognizing, managing, and recalibrating so we can stay on track. Just like our health, our finances should undergo routine health audits as well. As with all things in life, change is constant. The stock markets are no exception.
Monday, April 15, 2024The Zandbergen Group Hosts Inaugural Collectors & Connoisseurs Event
Laguna Beach, CA: The Zandbergen Group has developed deep roots in the coastal Orange County community with both founders, Bart Zandbergen and Letitia Berbaum, investing dedicated time into community affairs. As the firm approaches their four-year anniversary, their desire to support all things local and pay tribute to their loyal clientele has risen to the forefront. In partnership with United American Mortgage Corporation and Mason Taylor Associates, The Zandbergen Group hosted an experiential soiree at a
Wednesday, March 27, 2024Letitia Berbaum Joins Goodwill of Orange County Finance Committee
Laguna Beach, CA: Thinking globally and acting locally, Letitia Berbaum has been involved with distinct philanthropic efforts since the beginning of her career that align with her ethos. Since 2015, Letitia has been involved with United Way of Orange County, serving on their Emerging Leaders Council and participating as a Women United Member. In 2018, Letitia was asked to joined the USA Volleyball Audit, Finance and Budget Committee, where she has helped guide some of our brightest Olympic talent with
Monday, February 19, 2024Bart Zandbergen Featured on RIA Channel Podcast
Laguna Beach, CA: The RIA Channel Podcast recently featured an episode with Bart Zandbergen, who has over three decades of experience as a wealth advisor. During the interview, Bart shared his candid thoughts on wealth creation and development. His personal and professional life experiences have shaped his belief that wealth is more than money deep. His philosophy centers on what he calls “True Wealth,” which is where an ecosystem that includes financial means alongside other elements such as health,
Thursday, January 11, 2024Cash is King: How to build your emergency funds and short-term savings By Letitia Berbaum
At any stage of life, having an emergency fund in place can offer peace of mind and the resources you may need in the event of a sudden, unexpected event. An emergency fund is essentially cash you have saved that would cover a minimum of three to six months of living expenses. As interest rates continue to soar, many people are realizing that simply keeping their cash in a checking account or a regular savings account doesn’t make dollars or sense. Many alternative options are available, which allow
