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
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
There are things about Social Security that might surprise you.
At what point can you call a personal vehicle commercial?
Do your insurance needs stay the same when the nest empties?
Investors who put off important investment decisions may face potential consequence to their future financial security.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are 4 great, and sometimes unexpected, places to raise a family.
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.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In life it often happens that the answers to our most pressing questions are right in our own backyards.