The advisors of JL Smith are regularly cited in local, national and industry news. Below are some of the most recent interviews of our team:
- JL Smith | Wealth & Tax Planning Is a 2023 NorthCoast 99 Award Winner
- Yahoo Finance - CDs or Fixed Annuities: Which is a better way to save for retirement?
- U.S. News - The Best Retirement Planning Books For 2023 - "The Bucket Plan"
- Yahoo.com - How to save for college
- Nasdaq - Financial Advisor Strategies to Increase Assets and Attract Better Clients
- Crain's 2021 Notable Marketing Executives - Matt Seitz
- Build the foundation of financial literacy in childhood, Northeast Ohio expert says
- Crain's 2021 Notable Wealth Manager - Bryan Bibbo / Crain's 2021 Notable Wealth Manager - Jason L Smith
- "Days Can Be Sunny for Bunnies and Money" inspired by its signature financial planning process, The Bucket Plan®, and Jason L Smith's bestselling book
- Navigating Finances Virtual Event with Advance Ohio, Cleveland.com, and The Plain Dealer
- WKYC Channel 3 News Cleveland - Tax Tips: New rule could mean more money in your pocket
- News Channel 5 Cleveland - Dave Alison answering tax, retirement, and wealth questions
- Forbes -- How To Save For Retirement During The Biden Administration
- Cleveland.com - Local expert offers advice on retirement planning for Ohioans
- Senior Planet - Five Tax Tips for Retirees
- Advisor Magazine - A Fresh Look At The Fixed Indexed Annuity Portfolio
- Cleveland.com - Area finance expert offers tips for the end of a year like no other
- US News --President Biden’s Proposed Changes to 401(k) Plans
- US News -What 2020 Tax Credit Do I Qualify For?
- Crain's Cleveland Business - C2P Advisory Group, rebranded as Clarity Insurance Marketing, installs new CEO
- WKYC -- Social Security to raise benefits 1.3% in 2021; recipients say it's not enough
- US News -- Three Ways Dollar-Cost Averaging Helps Investors
- ThinkAdviosr - Personnel Moves
- Newswire - C2P Advisory Group Rebrands to Clarity Insurance Marketing and Announces New Leadership to Tea
- Channel 19 News - How to protect yourself from financial fraud after dozens of victims lose money in alleged Ponzi scheme
- MarketWatch - Make Sure the Fee You Pay an Investment Adviser Fits Your Portfolio Needs
- Channel 19 News - How the CARES Act affects your retirement savings
- CNBC.com - Get Those Money Issues Settled Before the Marriage
- ValueWalk - Preparing for a Major Market Downturn
- Newswire - Clarity 2 Prosperity Named as a Finalist for 2020 InvestmentNews Innovation Awards
- Investor's Business Daily - How Advisors Set Tough But Achievable Goals For Their Employees
- News 5 Cleveland - Has Social Security cut your benefits? Here's what you should do
- Yahoo - 3 Ways to Avoid Undercutting Your Retirement Strategy
- US News - The Law That Could Delay Your Tax Refund
- Financial Planning - 30 for 30: Ways Technology Can Upgrade Your Practice
- Morning Journal - CEO of JL Smith Group of Avon attends workshop on advanced retirement account planning strategies
- WEWS-TV - Tax Tips
- USA Today - Don't overlook these 7 top tax breaks for the self-employed
- Investment News – As DOL Fiduciary clears latest hurdle, advisers expect changes will be made
- Washington Post - When to take Social Security
- Cleveland.com - Soles4Souls Announced
- FAIQ - End of Year Financial Tips
- FAIQ - An Advisor who now Manages Other Advisors
- USA TODAY - Paying off a mortgage in retirement
- USA TODAY -6 networking tips for retirees
- FOX Business Article - Paying off Your Mortgage in Retirement
- Cleveland Plain Dealer/Cleveland.com - Its Your Business – profile
- The Wall Street Journal - Finding, Fixing Gaps in an Estate Plan