Jeffrey A Drayton Financial Group, Inc.

02/12/2025

06/06/2023

When it comes to taxes, there are more than a few "misconceptions." It's easy to understand why. Taxes...are complicated. (And they probably always will be.) But, on the road to dispelling one misconception (and hopefully having a better understanding of your own taxes along the way), watch our latest vlog, "Tax Misconceptions."

This week’s video is about a common tax misconception. And, when it comes to tax misconceptions…there are certainly a lot of them. Why is that? Because taxes are complicated. (And they probably always will be.) But today’s vlog is about one that I feel I hear quite often, and therefore felt I....

05/10/2023

Here’s a question: when you buy a bond, what do you own? If you buy stock, you’re a part owner of a company. Buy real estate, you own property. How about a bond? When you buy a bond…what exactly is it that you bought? For an answer to that question…and a bit more…read our latest blog, “Understanding Bonds.”

In this article, Jeffrey A. Drayton, CFP®, CDFA®, EA explains what you are investing in when you buy a bond and the economic influences that affect that bond’s value. When you buy a bond, you are making a loan. The issuer of that bond will pay you, the bondholder, interest and will eventually re...

03/02/2023

Our Process: STEP ONE to get your taxes filed is to complete our Client Tax File Organizer Click the button above to go directly to our Client Tax File Organizer now! STEP TWO is to upload your tax documents using Encyro.Once we receive your completed Organizer, we will email you a link you can use....

02/02/2023

Doing your own taxes again this year? Want some help?
Why not give us a call.

03/13/2022

Life’s transitions are a good time to speak to a financial professional. And few transitions can have a greater impact on your financial life than divorce. In this week’s vlog, I speak with fellow CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED DIVORCE FINANCIAL ANALYST™ practitioner, Julie Quick. In our discussion, Julie identifies a top priority she feels should be addressed by every divorcing client, as well as one place where things can sometimes go wrong.

Life’s transitions are a good time to speak to a financial professional. And few transitions can have a greater impact on your financial life than divorce. In this week’s vlog, I speak with fellow CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED DIVORCE FINANCIAL ANALYST™ practitioner...

02/13/2022

In creating your Financial Plan, what is the step in building wealth that goes even before putting together that “perfect” investment portfolio? On your road to building wealth, one critical element is to create a plan to protect you from those things that can potentially make you…really poor. Check out this week’s vlog, “The Financial Pyramid-Risk Management,” to learn more.

In creating your Financial Plan, what is the step in building wealth that goes even before putting together that “perfect” investment portfolio? On your road to building wealth, one critical element is to create a plan to protect you from those things that can potentially make you…really poor....

01/30/2022

If you’ve ever had the thought, “I’m going to get my personal finances in order,” but didn’t really know where to start, this week’s vlog, “The Financial Pyramid, Cash Flow and Budgeting,” is for you. Click below to learn how managing your cash flow and preparing an effective budget can make you the “Chief Executive” of your financial health.

If you’ve ever had the thought, “I’m going to get my personal finances in order,” but didn’t really know where to start, this week’s vlog, “The Financial Pyramid, Cash Flow and Budgeting,” is for you. In this video, Jeffrey A. Drayton, CFP® talks about the very base of The Financial...

01/16/2022

More and more, you are likely seeing mutual funds that have the letters “E-T-F” at the end of their name. What does that mean? Well, it means that “mutual fund” isn’t actually a mutual fund at all. It’s an Exchange Traded Fund. …and what does that mean?? That’s…a great question. Check out our latest vlog, “Investing! The Difference Between Exchange Traded Funds and Mutual Funds (and Why it Matters…)” to learn more.

More and more, you are likely seeing mutual funds that have the letters “E-T-F” at the end of their name. What does that mean? Well, it means that “mutual fund” isn’t actually a mutual fund at all. It’s an Exchange Traded Fund. …and what does that mean?? That’s…a great question. Ch...

01/03/2022

Have you ever wondered what it is that you own, what your spouse owns, and what it is you and your spouse own together? Would you like an idea? Watch our latest vlog: "Finances and Divorce, What is Marital Property?"

Can you answer this question? Between you and your spouse, what property is yours, what property is theirs, and what property belongs to you both? Not sure? Watch, “Finances and Divorce, What is Marital Property?” to learn more.

10/11/2021

What will the effect be on your overall lifetime benefits should you choose to take Social Security early vs. later? Is it better to spend your other retirement assets to maximize your Social Security benefit, or should you choose the other way around? Can the decision you make with your Social Security benefit impact your spouse; either now, or in the future? For answers to these questions and many more, join us for: Smart Social Security, Three Steps to Maximize Your Retirement Benefit. A webinar presented on the third Tuesday of each month at 4:00 pm CT. Our next presentation is on Oct. 19, 2021. Admission is complimentary; however, you must register in advance by clicking the link below. https://www.jeffreyadrayton.com/events

Jeffrey A. Drayton Financial Group, a fee-only firm, was founded with a purpose to provide financial planning advice that is dedicated to clients’ best interest.

10/06/2021

Complimentary webinar! Learn strategies for saving and paying for college. Join Jeffrey Drayton, CFP® Thursday, October 14th at 4:00 p.m. Visits the "Events" page at www.jeffreyadrayton.com to register, or contact us for more information.