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
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 Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The federal government requires deceased individuals to file a final income tax return.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Simple steps may help you foil hackers and protect your privacy.
Do your insurance needs stay the same when the nest empties?
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.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are a few things to consider when buying or leasing your next vehicle.
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.