Dear Derek

Build your financial knowledge with our Financial Advisory Blog

Our Dear Derek blogs provide expert insights and advice to help you make informed decisions about your finances. From investments and budgeting to retirement planning and tax strategies, Derek covers a wide range of topics to help you achieve your financial goals.

What Are Tax Mitigation Services?

Tax mitigation is a legal practice used by tax professionals who thoroughly understand the Internal Revenue Code (IRC). Using their in-depth knowledge of loopholes in the IRC, tax experts can

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What Is a Directed Trust?

When you’ve decided to create a will or trust, you’ve already won half the battle. That’s because setting up a will or trust can be one of the most prudent

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