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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Here are 4 great, and sometimes unexpected, places to raise a family.
A four-step framework for building a personal legacy.
Being healthy not only makes you feel good, it may also help you financially.
Here are five facts about Social Security that are important to keep in mind.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It's important to understand the pros and cons when considering a prepaid debit card.
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.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.