Aequus Partners Financial Planning

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

How Compound Interest Works Explore how compound interest can grow your money over time with this interactive tool.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement Plan Choices for Small Businesses Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income.

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Lifetime of Earnings Estimate how much you may earn over your working years based on your current income.