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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A letter of instruction provides additional and more personal information regarding your estate.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Beware of these traps that could upend your retirement.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are four very good reasons to start investing. Do you know what they are?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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 presentation about managing money: using it, saving it, and even getting credit.
When you retire, how will you treat your next chapter?
Here is a quick history of the Federal Reserve and an overview of what it does.
Doing your research is key before buying a vacation home.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?