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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Here's a breakdown of how the federal government spends your tax money.
A look inside the U.S. government's statistics on household net worth.
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.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learn how to harness the power of compound interest for your investments.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?