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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
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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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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.