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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.