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

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

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

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

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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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

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

GoBankingRates: How to Have a Worry-Free Retirement

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

“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