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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
An inside look at how marginal income tax brackets work.
A quick look at how federal income taxes work.
Calculating your potential Social Security benefit is a three-step process.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.