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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
To choose a plan, it’s important to ask yourself four key questions.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Introducing the 530A Accounts
An article explaining 530A Accounts.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?