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Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

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Business Planning

We offer insight and information for employers and employees.

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Investment Strategies

Guidance that can help you understand and better define your financial goals.

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Welcome to Deacon Wealth Management, LLC

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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