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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
An increasing number have been developed to help individuals with their personal finances.
There are things about Social Security that might surprise you.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Important items to consider when purchasing condo insurance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.