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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Beware of these traps that could upend your retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Important items to consider when purchasing condo insurance.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.