Helping Clients Invest in Their Financial Success
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.
Helpful Content
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.