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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
View all articles 
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.