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
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. See the full list Read Mary’s Profile
The bucket method categorizes retirement savings based on when you’ll need to tap those holdings. Read Full Article
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
Follow the Bucket Plan strategy for a worry-free retirement. View the Video
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 [...]
Jason Smith discusses his Bucket Plan for reaching financial goals on the MoneyLife with Chuck Jaffe Podcast. Listen Now
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
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
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