C2P

MarketWatch: Why early retirees should prepare for austerity


Author of “The Bucket Plan,” Jason L Smith finds that the happiest retirees stay productive. Whether they work part-time or volunteer in their community, they keep expanding their social connections rather than toggle between tracking their budget and watching television. Read Full Article

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MDRT: Training and Compensating Junior Advisors


Clarity 2 Prosperity President & CEO Jason L. Smith’s thoughts on his strategy for hiring and successfully incorporating new hires into his financial practice. Read Full Article

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InvestmentNews: Meet our 2017 Women to Watch


Clarity 2 Prosperity Senior Vice President of Coaching, Mary Sterk, CFP® was recently recognized as one of the Top 20 female financial advisers to watch in InvestmentNews.
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Read Mary’s Profile

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U.S. News & Money: The Pros and Cons of a Bucket Savings Strategy


The bucket method categorizes retirement savings based on when you’ll need to tap those holdings. Read Full Article

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MarketWatch: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News


Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Read Full Article

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GoBankingRates: How to Have a Worry-Free Retirement


Follow the Bucket Plan strategy for a worry-free retirement. View the Video

 

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“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News


Best-selling Retirement Planning Book Now Available to Travelers Across the Country

Cleveland – October 3, 2017 – Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the [...]
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MoneyLife with Chuck Jaffe: Jason Smith discusses his Bucket Plan for reaching financial goals


Jason Smith discusses his Bucket Plan for reaching financial goals on the MoneyLife with Chuck Jaffe Podcast. Listen Now

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Think Advisor: 3 Communication Secrets From the ‘Bucket Plan’ Man


Jason L. Smith, a financial professional trainer, has come out with a new book for consumers about the hot financial topic of the 2010s: income planning. Read Full Article

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Kiplinger: 12 Strategies to Generate Income in Retirement


When it comes to saving for retirement, maybe you’ve done everything right. You started early, maxed out your 401(k) plan, invested in a diversified portfolio and avoided costly mistakes, such as cashing out your retirement plan. Fantastic. But now comes the hard part: making sure you don’t outlive your money. Read Full Article

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