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
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Making the most of surprises is a great reason to work with us.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Tips on insuring your teen driver.
Retirees traveling abroad need to know that their health insurance travels with them.
Healthy habits are one of the greatest gifts to give your child.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how to set up your financial goals for success? This knight does.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?