STAMFORD, Ct., Dec. 14, 2018 /PRNewswire-PRWeb/ -- Are you curious about:
- How history can help make you a better investor?
- Who came up with 4% as a "safe" withdrawal rate in retirement and does it apply to you?
- How to contribute to a 401(k) without lowering your take-home pay?
- How to influence your kids to become charitably minded?
- How to simplify your search for the best (for you) financial professionals?
- How to pay for Harvard at less than the cost of a state college (assuming you can get in)?
Explore these and other important financial issues through the lens of a financial industry insider and award-winning columnist, Julie Jason, whose short (600 words at a time) insights are carefully crafted to focus on one subject at a time.
Accessible, quick to grasp and easy-to-read, Retire Securely, is the Best Books Award Winner for 2018 in personal finance/investments category). The book is a curated collection of short and easy-to-digest insights organized by themes:
1) History (including bull and bear markets and Dividend Aristocrats
2) 401(k)s and IRAs: The Working Years
3) 401(k)s and IRAs in Retirement
4) Investors: Read before you buy or sell
5) Financial Advisers (How to Judge)
6) Financial Advisers (Be a Skeptic)
7) The IRS Isn't Calling: Scams and Shams
8) Financial Literacy Starts Early
9) Estate Planning
10) Giving and Gifting
The trusted voice of retirement investing, Julie Jason.
Book Signing Saturday, Dec. 15, 2018 at 2PM
Stamford Town Center Barnes & Noble
100 Greyrock Place, Suite H009
Stamford, CT 06901
Timely topics:
- 40 percent of workers surveyed by the Employee Benefit Research Institute in 2017 lacked confidence in their financial outlook for retirement.
- When the American Association of Individual Investors asked, "How much do you trust the financial services industry to do what is in the best interest of its clients?" the responses were not positive (37 percent mistrust a lot; 28 percent mistrust a little; only 2 percent trust a lot).
- An AARP-sponsored national survey found that 61 percent of those surveyed reported that they were "very concerned" about financial scams and another 26 percent were "somewhat concerned."
- The National Financial Educator's Council asked over 1,000 people aged 18–24 "What high school-level course would benefit your life the most?" 51.4 percent said, "Money management."
Attend our Meet and Greet Book Signing
Saturday, Dec. 15, 2018 at 2pm
Barnes & Noble Bookstore
Stamford Town Center
100 Greyrock Place, Suite H009
Stamford, CT 06901
Listen to a sample of the audiobook at amazon.com
Watch a video
ABOUT THE AUTHOR
Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer. Twenty-five years ago, Julie Jason founded her own investment counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families.
Through her award-winning weekly investor education column (syndicated by King Features), Ms. Jason troubleshoots financial problems for a broad audience of readers of every financial means. Her award-winning books have been recognized for excellence in financial literacy education and accuracy in reporting. Jason is the author of The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times & Bad (Sterling 2017, update to the 2009 AARP Retirement Survival Guide), winner of the Booklist Top 10 Business Books (2010), EIFLE Award (2010), the International Book Award (2010), and the Axiom Best Books Award (2011); Managing Retirement Wealth: an Expert Guide to Personal Portfolio Management in Good Times and Bad (Sterling 2016/2011), winner of the EIFLE Award (2012), the International Book Award (2012), and the Axiom Best Books Award (Silver Medal, 2012). Her earlier books are Julie Jason's Guide to Connecticut Probate (Law First, 2006); JK Lasser's Strategic Investing After 50 (Wiley, 2001); You and Your 401(k) (Fireside, 1996); and The 401(k) Plan Handbook (Prentice Hall, 1997).
Praise for Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist
"Outstanding! Out of the hundreds of books on how to navigate retirement, in her newest book, Retire Securely, Julie Jason writes from her own experience. Her inside knowledge shines a bright spotlight on the issues that matter most." —Pam Krueger, executive producer and cohost of the award-winning TV series MoneyTrack on PBS, and founder of Wealthramp.com.
"Once again, Julie Jason demonstrates an astute understanding of the psyche and motivations that drive investors. She's not here to sell you 'get-rich-quick' schemes, but to provide you with the right resources and education required to make wise, long-term investing decisions that make the most sense for your financial future." —Don Phillips, managing director, Morningstar
"For two decades, Julie has been sharing her financial and investment expertise in an easy-to-understand manner. Her common-sense guidance on saving, investing and estate planning is both priceless and a must-read by all." —Charles Rotblut, CFA, vice president, American Association of Individual Investors, author, Better Good than Lucky
"Let's face it, investing requires a little homework. Julie Jason's new book, Retire Securely, is a good place to start for anyone who wants to plan a more comfortable retirement." —Howard Brecher, Publisher, The Value Line Investment Survey
"Julie Jason's weekly columns, over 1000 so far, have provided readers with practical guidance and advice on financial and related matters for almost 20 years. Undoubtedly, Julie's toughest task in assembling this book was winnowing her selection of columns into the 92 appearing in this book. She has selected so many that provide practical guidance in useful form for non-professional investors. That is Julie's thing, and she does it so well." —Manny Bernardo (retired), Former Director of Employee Benefits Tax Services for Deloitte & Touche Tristate,
Benefits Specialist Attorney, and Human Resources Benefits Executive
"Julie Jason provides readers with great investment insights for retirement and the rest of their financial lives." —Mark Kantrowitz, author of Twisdoms about Paying for College
"Julie Jason's book is a 'Must Read' for anyone who wants to learn more about planning for retirement, whether for yourself, or to advise others. Impeccable research, compelling content, all presented in an accessible, informative style that is the hallmark of Julie's books and newspaper columns over the years. I learned so much and enjoyed every page!" —Juanita T. James, President & CEO of Fairfield County's Community Foundation
"Great investment advice is timeless. These columns from Julie Jason show the way on saving, investing and paving the way to a worry-free retirement." —Jane Bryant Quinn, Author of How to Make Your Money Last: The Indispensable Retirement Guide
"Once again, when it comes to sound retirement advice, Julie Jason offers one-stop shopping for a financial feast." —John Wasik, Author of Lightning Strikes: Timeless Lessons in Creativity
from the Life and Work of Nikola Tesla
SOURCE Julie Jason
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