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
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Important items to consider when purchasing condo insurance.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
How literate are you when it comes to your finances? Brush up with these five basics.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Purchasing homeowners insurance is critical for protecting your home.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When you retire, how will you treat your next chapter?
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?