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.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
There is nothing to fear but fear itself, especially when it comes to personal finances.
Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.
Company culture has long been tied to the physical office environment. Now that organizations all over the world are shifting to remote work, employees and businesses are rethinking the future of workplace culture.
Read this overview to learn how financial advisors are compensated.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Check out this video to begin separating fact from fiction.
Agent Jane Bond is on the case, cracking the code on bonds.
For women, retirement strategy is a long race. It’s helpful to know the route.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?