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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The true cost of raising a child may be far more than you expect.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Four vacation destinations you might never have thought of.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Making the most of surprises is a great reason to work with us.
Do you know these three personal finance sayings?
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are hundreds of ETFs available. Should you invest in them?