Financial Planning
Investment Strategies
Credit Insights
Retirement Planning
Search
Financial Planning
Investment Strategies
Credit Insights
Retirement Planning
Felipe Moraes
Felipe Moraes
Posts by Felipe Moraes
Credit freezes prevent fraud—but not mistakes
06/12/2025
Avoid maxing out cards even if you can afford it
06/08/2025
Use catch-up contributions when you're 50+
06/07/2025
Align your strategy with your risk tolerance, not others’
06/05/2025
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
1
2
Next →
