C2P

The Morning Journal: Westlake man’s retirement planning book a best seller


A Westlake man’s book on retirement planning has reached the top of the Amazon.com new release best seller list in two categories. Read Full Article

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Yahoo! Finance: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”


Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur announces the release of his new book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement.” Read Full Article

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Chicago Tribune: Bucket plan could be lifesaver in retirement


A bear market just as you enter retirement couldn’t come at a worse time if you’re forced to sell securities after prices have plunged. Certainly, many investors today worry about how long the bull market can keep running. Read Full Article

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Inc: Clarity 2 Prosperity Lands on Inc. 5000 List


For the third consecutive year, Clarity 2 Prosperity has been named to the Inc. 5000 list of the fastest-growing companies in America coming in at #1995. See the full list

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U.S. News & World Report: Watch Out for This 401(k) Rollover Loophole


When a job change is on the horizon, don’t forget to roll over 401(k) assets. That message apparently has gotten through to most workers. According to a recent Investment Company Institute study, 59 percent of households with a traditional individual retirement account had IRAs that included rollover assets in 2016, and 82 percent of those [...]
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AM Best: Advisers, Brokers Scrambling to Beat DOL’s June 9 Fiduciary Deadline


Retirement advisers, brokers and dealers are speeding to change the way they deliver planning advice ahead of the June 9 deadline of the federal fiduciary rule, against which the industry has fought a year-long battler. Read Full Article

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Life Annuity Specialist: IMOs Prep Themselves for the DOL Rule


While industry manufacturers prepare for the long-awaited June 9 phase-in of DOL’s Conflict Interest Rule, key distribution players on which the brunt of the rule’s requirements will fall — independent marketing organizations — are themselves scrambling to become DOL ready. Read Full Article

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InsuranceNewsNet: Holistic Advisor Academy June 20-22 in Cleveland, OH


Now open to financial advisors—regardless of corporate affiliation! Read Full Article

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Crain’s Cleveland: Fast-growing Westlake firm recruits industry vet


Finance industry vet Doug King once planned to recruit Jason Smith and his partners, who run two financial institutions and a training service for financial advisers in Westlake, to Cetera Advisor Networks in California, one of the country’s largest independent broker-dealers. Read Full Article

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Crain’s Cleveland: Prosperity Capital Advisors names Douglas King as president and CEO


Prosperity Capital Advisors, a Westlake-based registered investment advisor, has named Douglas King as its president and CEO. Read Full Article

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