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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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 Economic Report of the President can help identify the forces driving — or dragging — the economy.
At what point can you call a personal vehicle commercial?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How long does a $20 bill last?
Purchasing homeowners insurance is critical for protecting your home.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
$1 million in a diversified portfolio could help finance part of your retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.