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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing the rules may help you decide when to start benefits.
A letter of instructions provides additional and more personal information regarding your estate.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Estimate the potential capital gains taxes due on your transactions.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Three things to consider before dipping into retirement savings to pay for college.