Anne Clayton Financial Strategies

Today is International Day of Charity! Did you know You can help make an impact (while receiving tax benefits) by including philanthropic giving and charitable giving in your financial plan?

Explore this week's market trends and insights here: www.anne-clayton.com/weekly-market-commentary

Women tend to bring diverse perspectives and styles on how to go about solving problems, and a study conducted by the consultancy giant McKinsey Company revealed that firms with more gender diversity at the top are 21% more likely to have above-average profitability.

Here are additional ways that gender diversity may help firms.

Businesses With Women Leaders Are Often More Profitable – 7 Reasons Why Although the percentage of women who are CEOs of Fortune 500 companies is still small (about one in 10), the number of women in senior management (including vice presidents, senior vice presidents and executive vice presidents) in businesses is growing.1 The benefits of this rising gender diversity....

Happy Labor Day! Enjoy a well-deserved day of rest.

Paying attention to the state of your finances isn’t always a fun activity, but it doesn’t have to be scary.

It’s an essential part of taking control of your finances and can lead to better spending and savings habits. www.anne-clayton.com/contact

Do you know the answer if your financial professional asks you what type of investor you are?

While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money.

Do You Know What Type of Investor You Are? Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money.

from Warren Buffett.

What Are the Benefits of Planning for Insurance Needs? Good insurance is vital, but managing it on your own can be tricky.

Insurance contributes to your long-term goals, improving your quality of life and supporting your family with student loan debts or mortgage payments. Let's discuss what's right for you: www.anne-clayton.com/insurance-planning

For more than 150 years, American college football has maintained its top-dog status in the U.S. sporting arena.

Read more about the evolution of the sport below!

The Evolution of Americas Pastime: College Football For more than 150 years, American college football has maintained its top-dog status in the U.S. sporting arena. On November 6, 1869—a mere four years after the end of the American Civil War—players from Rutgers and Princeton met on the field in New Brunswick, New York for the first intercollegi...

from Adrian Peterson.

As a federal employee, you may face significant changes in your retirement benefits administration. With many agencies discontinuing some essential services, you could struggle with completing critical paperwork.

As Certified Federal Employee Benefits Consultants, we provide sound guidance aiming for you to receive your entitled compensation.

Learn more here: www.anne-clayton.com/federal-employee-benefits

In honor of the US Open, prepare yourself for peak performance during the game of retirement by trying some of these retirement tips.

6 Tennis Tips To Help Make Your Retirement a Grand Slam Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in a tennis match may also translate into retirement. Prepare yourself for peak performance during the game of retirement by trying some of the...

Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society.

It is an act of generosity, forward-thinking, and love. However, this type of can be more complicated than initially thought.

Read today's blog to learn more about which option is right for you!

529 Plans and Alternatives: Making an Educated Decision about Education Savings Options Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be more complicated than initiall...

I have two questions for you:

1. What does your retirement vision look like?
2. How will your family enjoy financial independence if you cannot care for yourself or pass away?

These are challenging questions that require careful reflection and articulation of your financial goals. We offer and customized for your situation and objectives.

Let's discuss your plan today: www.anne-clayton.com/retirement-estate-planning

Explore this week's insights here: www.anne-clayton.com/weekly-market-commentary

For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental well-being. Continue reading for our tips on how to find the balance:

Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental wel...

from Arthur Ashe.

Money is more than a resource. It's a valuable tool through which you can create your financial future.

We can help you make the most of it. We provide an extensive selection of financial strategies, including customized to address your goals and needs.

Here’s how we can help: www.anne-clayton.com/investment-management

from Robert Kiyosaki.

We're excited to share ’s 2024 Midyear Outlook. From stocks and the economy, to geopolitics, the election and more, it delivers perspective on what could be in store for the rest of 2024. Read more in here: www.anne-clayton.com/midyear-outlook-2024

Like a detailed map showing you the ideal road to your destination, smart makes pursuing short- and long-term goals easier.

We have decades of experience building personalized, effective and confident for local families. Whether you need help planning for , choosing wise , reducing or leaving an for your children, we guide you every step of the way.

Learn more about how we can help here: www.anne-clayton.com/financial-planning

Financial Planning Like a detailed map showing you the ideal road to your destination, smart financial planning makes pursuing short- and long-term goals easier. At Anne Clayton Financial Strategies, we have decades of experience building personalized, effective and confident financial plans for local families. Whethe...

What does the term "financial freedom" mean to you?

For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for an early retirement or the ability to start a long-desired business.

Continue reading three strategies below that may help investors pursue financial independence:

Stars, Stripes, and Stocks: 3 Ways Investors May Pursue Financial Freedom What does the term "financial freedom" mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for an early retirement or the ability to start a long-desired business. Consider these three strategies that may help investors pursue financi...

from Mark Twain.

Smart tax planning tips for FY 2023-24: Avoid these common mistakes before March 31 deadline | Business - Times of India Financial Literacy News: Brokers and distributors are likely busy as the March 31 deadline nears. They may be promoting expensive products to anxious taxpayers who haven't finished their tax planning yet. These products might not benefit the buyer much but offer high commissions to the seller.

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡