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
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Saving for College 101
Here’s a crash course on saving for college.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Your credit score may influence how much you pay for auto and home insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
For many, retirement includes contributing their time and talents to an organization in need.
Gaining a better understanding of municipal bonds makes more sense than ever.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
For women, retirement strategy is a long race. It’s helpful to know the route.
When do you need a will? The answer is easy: Right Now.
Around the country, attitudes about retirement are shifting.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are hundreds of ETFs available. Should you invest in them?