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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
An increasing number have been developed to help individuals with their personal finances.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A letter of instruction provides additional and more personal information regarding your estate.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Simple steps may help you foil hackers and protect your privacy.
Second marriages are a trigger event to revisit any existing estate strategies.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
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.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.