Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Clayton Investment Associates, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The true cost of raising a child may be far more than you expect.
How to help determine life insurance needs to provide for your family after you pass away.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
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.
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?