Retirement & Estate Planning Specialists
Equity Development Corporation offers a full range of wealth management and financial planning services for individuals and businesses. To learn more about our firm, what makes us different, and to explore other financial areas in which we provide expertise, select the About tab above.
Rick Wheeler, President
Helpful Content
Surprises
Making the most of surprises is a great reason to work with us.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.