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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Building wealth requires protection from the forces of wealth destruction.
What’s the deal with your yearly free credit report?
Couples may be able to head off many of the problems in a marriage that money can cause.
What kind of auto insurance should you have? Do you know?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Life insurance proceeds are generally tax-free. But not in all cases.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how to set up your financial goals for success? This knight does.
Taking your Social Security benefits at the right time may help maximize your benefit.