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
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
