Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever.
Now, for Americans seeking safety and stability in a time of wrenching economic change, comes investment educator Julie Jason with this no-nonsense guide offering time-tested, rock-solid retirement advice for people of every income level. In addition to showing those on the verge of retirement how to create their own “personal pension,” Jason deftly guides prospective retirees through the otherwise bewildering process of evaluating their needs, anticipating future
expenses (and managing current ones), and converting present assets into future retirement income. To achieve this goal, she assembles—and shares with the reader—an entire tool kit of self-assessments, tables, checklists, and essential questions.
Julie Jason is a personal money manager who began her Wall Street career as a lawyer thirty years ago. She is the co-founder of Jackson, Grant Investment Advisers, Inc., of Stamford, Connecticut, an SEC-registered investment adviser. Jackson, Grant serves conservative retirees who want to create retirement income. jacksongrant.us.
A proponent of investor protection, Ms. Jason is a syndicated columnist (King Features) who writes and lectures on finance and investment topics. Her award-winning weekly column, was launched fifteen years ago by the Stamford Advocate and the Greenwich Time.
Ms. Jason is also the author of Managing Retirement Wealth, winner of the prestigious EIFLE Award (2012), the International Book Award (2012) and the Axiom Best Books Award (Silver Medal) for 2012. Her earlier books are You and Your 401(k), The 401(k) Plan Handbook, JK Lasser's Strategic Investing After 50, and Julie Jason's Guide to Connecticut Probate.