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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
How Medicare can address health care needs in your retirement strategy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Even the most seasoned investors have biases affecting their financial choices.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
For women, retirement strategy is a long race. It’s helpful to know the route.
All about how missing the best market days (or the worst!) might affect your portfolio.
Doing your research is key before buying a vacation home.
Even low inflation rates can pose a threat to investment returns.