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
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
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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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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.