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
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
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.
Five phases to changing unhealthy behaviors.
Life insurance proceeds are generally tax-free. But not in all cases.
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.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here are 5 reason why you may consider working through retirement.
There’s a link between debt and stress.
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.
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.