Dear Derek

Who hasn’t felt the pinch of unpredictable earnings, where one season’s feast leads into the next season’s famine? This rollercoaster, especially for those managing considerable wealth, isn’t just uncomfortable. It’s

You’ve built your wealth through hard work and savvy investments, only to find yourself facing a barrage of tax complexities threatening your assets. That means it’s time to hire a

Being an executor can be a time-consuming and complicated job. Lower-value estates may complete probate within around 11 months, but higher-value ones can take up to 42 months! During that time,

Facing the future can feel like standing at the edge of a cliff, with the vast landscape of your financial destiny stretching out before you. How do you take the

Facing the future with a financial plan that feels impersonal, rigid, and disconnected from your deepest aspirations? You’re not alone. Many find themselves navigating a wealth management landscape that focuses

Unlocking the door to monetary stability starts with an in-depth understanding of financial planning. As a family, every decision you make can either propel you towards your goals or set

From 2020 to 2023, the number of Americans aged over 55 with wills dropped from 48% to 46%. Estate planning is often avoided due to its complexity. What’s more, the thought

Many investors are unsure whether they need professional asset management services. Sometimes there’s even a certain inhibition. Isn’t asset management a resource only available to the super-rich? When does it

Whether you’re planning for retirement, seeking investment advice, or looking to optimize your financial strategies, a qualified financial planner can be an invaluable asset. They can help you make informed

Managing your wealth can seem overwhelming, especially as you start to close in on retirement. You’ve spent years building your portfolio, and you don’t want to risk losing it this

Wealth management is a task that many people tend to overlook or do not fully understand. With the right wealth management firm, you can secure your financial future, achieve your

Many people strive to build wealth throughout their lives so that they can provide financial security for their families and loved ones. However, it’s easy to forget to plan for the eventual

As you get older, it’s essential to start thinking more seriously about your retirement income. Your main focus when it comes to retirement income planning should always be wealth accumulation

Retirement planning can be a complex and daunting process, and it can be challenging to navigate on your own. There are countless retirement solutions available, from Social Security and pension

When it comes to managing your finances, you want a financial advisor who can provide comprehensive services that are tailored to your individual needs and goals. When dealing with the