Think Advisor: 3 Communication Secrets From the ‘Bucket Plan’ Man

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

Kiplinger: 12 Strategies to Generate Income in Retirement

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

The Morning Journal: Westlake man’s retirement planning book a best seller

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

Yahoo! Finance: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”

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

Chicago Tribune: Bucket plan could be lifesaver in retirement

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

Inc: Clarity 2 Prosperity Lands on Inc. 5000 List

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

U.S. News & World Report: Watch Out for This 401(k) Rollover Loophole

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 [...]
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AM Best: Advisers, Brokers Scrambling to Beat DOL’s June 9 Fiduciary Deadline

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

Life Annuity Specialist: IMOs Prep Themselves for the DOL Rule

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

InsuranceNewsNet: Holistic Advisor Academy June 20-22 in Cleveland, OH

Now open to financial advisors—regardless of corporate affiliation! Read Full Article