C2P

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

Continue Reading

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

Continue Reading

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

Continue Reading

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

Continue Reading

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

Continue Reading

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

Continue Reading

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

Continue Reading

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 [...]
Continue Reading

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

Continue Reading

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

Continue Reading