C2P

LifeHealth: Bill Richardson Named SVP, Business Development at C2P Advisory Group


C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named Senior Vice President of Business Development for the IMO, as well as its sister company, Prosperity Capital Advisors, an SEC registered investment adviser. Read Full Article

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U.S. News & Money: 3 Helpful Rules for Investors as the Dow Goes Up


Check out Clarity 2 Prosperity Executive Vice President Dave Alison on 3 helpful rules for investors as the Dow goes up. Read Full Article

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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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