BusinessInsider: Prosperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018
Prosperity Capital Advisors (PCA), a SEC registered investment adviser (RIA) dedicated to bringing holistic financial and investment planning to American families nationwide, has been named to Financial Times 300 Top RIAs of 2018. Read Full Article
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
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
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
MDRT: Training and Compensating Junior Advisors
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
InvestmentNews: Meet our 2017 Women to Watch
Clarity 2 Prosperity Senior Vice President of Coaching, Mary Sterk, CFP® was recently recognized as one of the Top 20 female financial advisers to watch in InvestmentNews. See the full list Read Mary's Profile
U.S. News & Money: The Pros and Cons of a Bucket Savings Strategy
The bucket method categorizes retirement savings based on when you'll need to tap those holdings. Read Full Article
MarketWatch: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News
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 country. Read Full Article
GoBankingRates: How to Have a Worry-Free Retirement
Follow the Bucket Plan strategy for a worry-free retirement. View the Video
“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News
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 country. Achieving best-seller status in both the Retirement Planning and Wealth Management categories on Amazon, the book is currently featured on the hardcover table displays at Hudson News locations across the U.S., including New York (JFK & LGA), Los Angeles (LAX), Seattle (SEA/TAC), Denver (DEN),…