C2P Advisory Group Announced as Winner of 2019 WealthManagement.com Industry Award for Insurance Services Category

C2P Advisory Group has been announced as winner of the 2019 WealthManagement.com Industry Award for the Insurance Services Category. Read the full press release below.

MoneyLife with Chuck Jaffe: Jason Smith discusses his Bucket Plan for reaching financial goals

Jason Smith discusses his Bucket Plan for reaching financial goals on the MoneyLife with Chuck Jaffe Podcast. Listen Now

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