EDC Denver Office Exit Strategies of the Rich and Famous
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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

Helpful Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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