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
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Debt Stress
There’s a link between debt and stress.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.