Potential tools to reduce interest rate risk and cash flow, let's take a few minutes to compare the Home Equity Lines of Credit (HELOCs)...

NewPark Mall, Newark, CA conceptual rendering. By Rich Arzaga, CFP®, CCIM When I first shared the initial article in this series on...

By Rich Arzaga, CFP®, CCIM The Real Estate Whisperer Financial Planning® As a landlord, you understand that your role goes beyond...

By Rich Arzaga, CFP®, CCIM I received the question below, which is growing in frequency. The question can apply to individuals or...

While the chart provides a high-level overview, personalized planning, and detailed calculations are essential for making informed...

by Rich Arzaga, CFP®, CCIM Questions about buying a first home often spark concern, especially for Millennials and Gen Z. Charts like the...

Recently sold at an approximately 80% discount from the previous sale: The Offices at Public Market Class-A Building, 6001 Shellmound St,...

Recent trends can help spot challenges and identify opportunities in the year ahead. By Rich Arzaga, CFP®, CCIM As we enter 2025, the...

Rich Arzaga, CFP®, CCIM Last week, the National Association of REALTORS® (NAR) hosted its year-end Real Estate Forecast Summit, featuring...

By Rich Arzaga, CFP®, CCIM Generative AI is revolutionizing business, and investment real estate is no exception. For advisors and...

CFP Board developed this Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might...

Republished in ReThinking65.com By Rich Arzaga, CFP®, CCIM Inheriting real estate from parents can be a significant financial lift for...

This is a starting point for identifying 1031 exchanges, and not a specific recommendation on your needs and circumstances. I hope this...

Please forward this to anyone you feel may be interested. A 15-hour Real Estate Investments for Financial Planners course starts soon at...

Financial planning clients asking this question may not understand that there are more important questions to ask. Originally published...

By Rich Arzaga, CFP®, CCIM Put aside the known risks of real estate, with its value fluctuations and interest rate dynamics. Let's talk...

by Rich Arzaga, CFP®, CCIM Note: What follows is a message I sent today to my daughter. She has grown out of the student credit card we...

by Rich Arzaga, CFP ® , CCIM Real Estate and Economic Outlook, Midyear NAR Forecast Summit July 22, 2024. The National Association of...

This Wall Street Journal article does a good job articulating how many serious financial planners (those who go deep in planning) feel...

Question A friend of mine came across this site, and it strikes me as another scheme that preys on aspiring and inexperienced investors....