Helga Rivera Insurance

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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity could offer tax benefits and may increase your ability to give. This article explores various tax-advantaged giving strategies.
HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Flood Insurance: Be Prepared for Rising Waters and Changing Rates

Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.