Author of The Bucket Plan, Jason L Smith illustrates how severely negative returns at the beginning or at the very end of a 10-year horizon impacts investors. Read Full Article
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
Check out Clarity 2 Prosperity Executive Vice President Dave Alison on 3 helpful rules for investors as the Dow goes up. Read Full Article
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
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
The bucket method categorizes retirement savings based on when you’ll need to tap those holdings. Read Full Article
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 [...]