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Investment Strategies
Wealth Planning
Financial Products
Yago Dias
Yago Dias
Posts by Yago Dias
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
Explore REITs for exposure to real estate without property management
05/07/2025
Keep speculative investments under 10% of your total portfolio
05/04/2025
Choose the best checking account for your financial habits
05/02/2025
Track net worth over time to measure true progress
05/01/2025
Apply for a personal loan with a fixed rate and predictable terms
04/30/2025
Mix passive and active strategies for tactical exposure
04/27/2025
Allocate capital based on your risk tolerance, not peer pressure
04/25/2025
Check if you qualify for the earned income tax credit
04/22/2025
Choose term life insurance for affordable protection
04/21/2025
Look into CDs to lock in interest rates over time
04/16/2025
Use a target-date fund for automatic glide path adjustments
04/10/2025
Balance growth stocks and dividend payers based on goals
04/08/2025
Explore ETFs for low-cost, passive market exposure
04/07/2025
Understand how tax brackets apply to your full income
04/06/2025
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