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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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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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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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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