C2P

Kiplinger: How to Implement the Bucket System


The 4% rule and its corollaries help ensure that your money will last through a 30-year retirement. The bucket system is extra insurance to help make sure you have enough until you kick the bucket. Read Full Article

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MarketWatch: The big reason why retirees should cut down on stocks in portfolios


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

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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

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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

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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

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