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: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding how capital gains are taxed may help you refine your investment strategies.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Five phases to changing unhealthy behaviors.
A few strategies that may help you prepare for the cost of higher education.
Try these activities to keep your brain sharp.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
For women, retirement strategy is a long race. It’s helpful to know the route.
Making the most of surprises is a great reason to work with us.
Do you know how to set up your financial goals for success? This knight does.
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.