C2P Advisory Group

Grow.com — What is Financial Literacy?

“No doubt about it, it’s a lack of education,” says Jason Smith, CEO and founder of Clarity 2 Prosperity, an organization that trains financial planners. “For generations we’ve failed at [...]

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Kiplinger – How to Implement the Bucket System

Read this Bucket Plan primer with Jason Smith here. 

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Seeking Alpha – Prosperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018

Prosperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018. Read the announcement here.

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Financial Advisor IQ – FAs Take Cues from Richard Thaler: There’s No Taking Emotions Out of Money

Investors prefer gains to losses. That alone — and quite apart from the sticky blob of needs, desires and preferences that accompany our every thought and action — is why [...]

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3 Helpful Rules for Investors as the Dow Goes Up

Read Dave Alison’s thoughts on market volatility here.

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WKYC : Financial Resolutions

Jason L Smith discusses The Bucket Plan approach and how it can help you budget and move your finances forward. View the video.

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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” [...]

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GoBankingRates:
How to Have a
Worry-Free Retirement

Follow the Bucket Plan strategy for a worry-free retirement. View the Video

 

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“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 [...]

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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

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