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
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
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
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
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 households [...]
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
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
Now open to financial advisors—regardless of corporate affiliation! Read Full Article
Finance industry vet Doug King once planned to recruit Jason Smith and his partners, who run two financial institutions and a training service for financial advisers in Westlake, to Cetera Advisor Networks in California, one of the country’s largest independent broker-dealers. Read Full Article