Wealth is an opportunity to protect what you value most. Partner with Equity Planning Inc. to jumpstart your quest for long-term financial resilience.
We offer a comprehensive package of planning services and wealth management solutions designed to help you pursue the financial future you envision. Our savvy financial planners will build and maintain a close relationship with you that is based on education, communication, and trust.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Tax preparation may be the perfect time to give the household budget a check-up.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How to help determine life insurance needs to provide for your family after you pass away.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.