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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Marriage changes everything, including your insurance needs.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn a little about worldwide currency in this fun infographic
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Do you have an estate strategy? You should.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Here’s a quick guide to checking to see if you have unclaimed money.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
That big list of dreams and goals isn't the only way to look at your bucket list.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.