How should someone decide between contributing to a Roth 401(k) and a Roth IRA? by Rich Arzaga, CFP®, CCIM One of the unique aspects of...

Home affordability and monthly mortgage payments, taxes, and insurance, ranked by UC cities. By Rich Arzaga, CFP®, CCIM In May 1972, my...

What’s New with Qualified Opportunity Zones and Funds By Rich Arzaga, CFP®, CCIM The 2017 Tax Cuts and Jobs Act (TCJA) introduced...

Urgent Highlights for 2025 and Beyond Tax Planning ¹ By Rich Arzaga, CFP®, CCIM The table below outlines key provisions impacting...