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
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
How Income Taxes Work
A quick look at how federal income taxes work.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprises
Making the most of surprises is a great reason to work with us.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
