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Financial Planning
Investment Strategies
Credit Insights
Retirement Planning
Felipe Moraes
Felipe Moraes
Posts by Felipe Moraes
Factor in long-term care planning sooner, not later
06/05/2025
How auto loans impact both score and DTI ratio
06/05/2025
Incorporate recurring costs into your future view
05/28/2025
Don’t underestimate lifestyle inflation post-retirement
05/27/2025
Avoid market timing by automating your strategy
05/19/2025
Use sinking funds to prepare for inevitable expenses
05/19/2025
Plan for life events—not just numbers
05/16/2025
Invest according to your stage in the retirement timeline
05/14/2025
Debt consolidation and its short-term credit effects
05/11/2025
Roth conversions can reduce taxes later in retirement
05/07/2025
Start with what you understand before diversifying further
05/07/2025
Use annuities to stabilize unpredictable income
05/03/2025
Don’t let lifestyle creep disrupt your goals
05/03/2025
Factor investing isolates key performance drivers
05/02/2025
Determine your safe withdrawal rate based on real needs
04/29/2025
The impact of late payments across your credit history
04/27/2025
Dividend reinvestment compounds wealth quietly
04/27/2025
How credit age impacts long-term score stability
04/20/2025
Split income into fixed, flexible, and future-focused
04/17/2025
Match investment vehicles to your goals, not trends
04/15/2025
ETFs offer simplicity without sacrificing performance
04/10/2025
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