Holiday Gift for Future Retirees: Three Award-Winning Personal Finance Books by Julie Jason, the First Author to Receive the Best Book Award Three Times in a Row

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Julie Jason becomes the first author honored by American Book Fest Best Book Awards for three consecutive books with her latest book, Retire Securely, winning the 2018 Best Book Award in the Business: Personal Finance/Investing category.

Julie Jason wins Best Book Award for Retire Securely

Jeffrey Keen, President & CEO of American Book Fest, announced Julie Jason’s book, Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist, the winner of The 2018 Best Book Award in the Business: Personal Finance/Investing category.

Keen pointed out that Ms. Jason’s books are consistent award-winners. “Since we launched our national book award program 15 years ago, we have not seen a single author win top prize for three consecutive books, as Julie Jason has done,” said Keen. “It’s quite an accomplishment. We salute her and encourage everyone who has an interest in personal finance to read her three books, all winners of the Best Book Award in Business: Personal Finance/Investing category.”

A proponent of investor protection and financial literacy for all financial backgrounds and ages, Julie Jason heads a fiduciary money management firm (Jackson, Grant Investment Advisers, Inc. of Stamford, CT) for high net worth families. Through her writing, she shares insights gained from a career in money management and law.

Retire Securely

“In Retire Securely, my goal was to introduce concepts that promote both present and future retirement security, such as choosing and paying for a college,” said Jason. “What does college have to do with retirement? If you make the wrong choices on where to go to college and how to pay for the degree, you can set in motion years of debt management instead of years of compounding. And, choosing a college based on size or location instead of where the jobs are can take someone off track for years, potentially impacting the entire span of a working career.”

These types of simple but impactful insights all come from Jason’s decades of experience working with her money management clients and her law background.    

In contrast to Jason’s other award-winners (The Retirement Survival Guide and Managing Retirement Wealth), which are books that lay out a process, Jason’s third book in the series, Retire Securely, provides a quick and easy read of short one-issue insights for anyone who wants to retire someday.

As Keen said, “Ms. Jason’s books offer timely and expert advice on how to navigate the sometimes rough waters of retirement. Highly recommended!”

American Book Fest is an online publication providing coverage for books from mainstream and independent publishers to the world online community. A complete list of the winners and finalists of The 2018 Best Book Awards are available online at American Book Fest.

On Background

The 2018 winner is Julie Jason's Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist (Sterling 2018). Jason’s Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad (Sterling 2011/2017), won the 2012 award. The 2010 award winner was Jason’s The AARP Retirement Survival Guide: How to Make Smart Decisions in Good Times and Bad (Sterling 2009/2017; re-released as The Retirement Survival Guide).

“These three books, taken together, lay out a roadmap for the future for people of all ages,” said Jason. “The Survival Guide is just that, a guide – it’s a reference book that readers of all ages (from Millennials to retirees) will want to have on their bookshelves and come back to often as they consider how to secure their retirements. I wrote the book with the decision-maker in mind – taking the reader though the information gathering and decision-making process step by step. For example, anyone who is considering buying an annuity will benefit from comparing and contrasting different types of annuities. Checklists and questions simplify the process.”

The Retirement Survival Guide was also honored with the EIFLE Award (Excellence in Financial Literacy Education), The International Book Award, the National Best Books Award, and the Axiom Business Book Award (2011), the book was also named a Top Ten Business Book in 2010 by Booklist (American Library Association).

Managing Retirement Wealth is the sequel to the Survival Guide. This book takes you through the thinking behind how much savings you need to have before you retire, to how to organize and manage your investments after you retire. “In Managing Retirement Wealth, I wanted to share the logic behind setting up a plan and a process that delivers retirement security,” said Jason.

Managing Retirement Wealth also received the EIFLE Award (Excellence in Financial Literacy Education), the International Book Award, the USA Best Books Award, and the Axiom Business Book Award (Silver Medal).

Award-winning Column

A proponent of financial literacy, Julie Jason writes and lectures on financial topics of interest to everyday people.

Her award-winning column, in publication in The Greenwich Time (CT) since 1998 and syndicated nationally with King Features Syndicate since 2013, celebrated a milestone of 1,000 weekly publications in November 2017. Among other awards, the column was honored with the CLARION, symbolizing excellence in clear, concise communications. The IRS recognized the column for providing “accurate, timely, informative and helpful tax information to assist taxpayers in understanding their rights and responsibilities under the law.”

Jason recently began contributing to Forbes.com, where she writes about retirement investing. https://www.forbes.com/sites/juliejason/#32cf4684054a

Jason is also the author of You and Your 401(k) (Simon & Schuster 1996); The 401(k) Plan Handbook (Prentice Hall 1997); JK Lasser’s Strategic Investing After 50 (John Wiley & Sons 2001); and Julie Jason’s Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate (LawFirst 2006). Jason contributed Chapter 1 (Achieving Financial Independence: How Women Can Create Retirement Wealth) to “Not Your Mother’s Retirement,” (Sellers 2012) and Chapter 24 (Managing Retirement Wealth Without a Crystal Ball) to “65 Things to Do When You Retire,” (Sellers 2014) both Mark Chimsky books.

Having gotten her start on Wall Street as a lawyer, Jason moved into money management in the mid-1980s. She founded Jackson, Grant Investment Advisers in Stamford, CT, an SEC-registered investment adviser, in 1992, to provide families an environment free from sales pressures. The firm is a fiduciary boutique where Jason’s team manages retirement wealth for a select clientele ($5 million minimum). http://www.jacksongrant.us

In contrast to Jason’s other award-winners (The Retirement Survival Guide and Managing Retirement Wealth), which are books that lay out a process, Jason’s third book in the series, Retire Securely, provides a quick and easy read of short one-issue insights for anyone who wants to retire someday.

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