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Tax Guides
Investment Strategies
Wealth Planning
Financial Products
Yago Dias
Yago Dias
Posts by Yago Dias
Develop a communication plan to reduce inheritance conflict
07/07/2025
Use credit monitoring tools to stay ahead of identity fraud
07/03/2025
Avoid chasing past performance when selecting funds
07/02/2025
Combine financial and legal strategies for holistic planning
06/24/2025
Know what receipts you need to keep for an audit
06/23/2025
Use a digital wallet for contactless convenience
06/21/2025
Limit portfolio turnover to minimize friction and taxes
06/18/2025
Use risk-adjusted metrics like Sharpe ratio for evaluation
06/16/2025
Use rewards checking accounts to boost your cash flow
06/09/2025
Use your tax refund to advance financial goals
06/06/2025
Use stop-loss strategies to protect downside
06/06/2025
Check the tax implications before selling your home
05/24/2025
Consider a SEP IRA if you're self-employed
05/21/2025
Don’t overlook education tax credits when paying tuition
05/17/2025
Use pre-paid debit cards for budgeting or controlled spending
05/16/2025
Create a bucket strategy for managing retirement withdrawals
05/16/2025
Self-employed? Pay estimated taxes quarterly to avoid penalties
05/15/2025
Use taxable accounts strategically for liquidity
05/13/2025
Don’t wait until retirement to start your wealth strategy
05/11/2025
Look for credit-builder loans to improve your financial profile
05/09/2025
Align your portfolio with your values through ESG filters
05/09/2025
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