Kiplinger: 12 Strategies to Generate Income in Retirement

September 6th, 2017

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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

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

September 5th, 2017

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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

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

August 29th, 2017

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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

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Chicago Tribune: Bucket plan could be lifesaver in retirement

August 28th, 2017

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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

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“The Bucket Plan” Book Signing Event

July 26th, 2017

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Meet Jason L Smith, a nationally acclaimed speaker, financial planner, coach, entrepreneur, and author of “The Bucket Plan.” Jason will be at the Barnes & Noble in Crocker Park signing copies of his new book “The Bucket Plan” September 7 at 7:00 p.m. Learn More

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