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
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
However exciting retiring abroad may sound, it deserves considerable planning.
Even if you’re young and single, you should still consider protecting yourself.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Life insurance proceeds are generally tax-free. But not in all cases.
Important items to consider when purchasing condo insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are hundreds of ETFs available. Should you invest in them?