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
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Try these activities to keep your brain sharp.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
It's important to understand the pros and cons when considering a prepaid debit card.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a few things to consider when buying or leasing your next vehicle.