Do you have a retirement “portfolio” organized to meet your special needs – or a random collection of investments, accounts, and advisers that you have acquired over time? By learning the “Personal Portfolio Management” techniques and insights set out in Managing Retirement Wealth, you will gain control over your results along with a better sense of how to deal with the uncertainty that we all face as investors, especially as we transition into retirement. Whether you are a novice or an experienced investor, you will find resources, insights, and strategies here to make effective decisions upon which a sound financial future can be based.
What Others are Saying:
“At last, a sensible guide to creating a sound retirement portfolio. It’s all here—creating cash flow, understanding risk, and the actual mechanics of keeping your money working for you the rest of your life.”—John F. Wasik, Reuters columnist and author of The Cul-de-Sac Syndrome: Turning Around the Unsustainable American Dream
“In your hand is a book that is chock full of information on everything from muni bonds to risk management. It is a great way for anyone trying to pick up the basics—or go beyond them—as they build a strategy for a new economic climate. And in an age with so many economic uncertainties, Julie Jason’s Managing Retirement Wealth is as good a place as any to bone up on the bewildering but rewarding task of putting our futures in order.”—Jonathan Dahl, editor in chief of SmartMoney, the personal finance magazine from the Wall Street Journal
“At some point in our lives, we will care deeply about preserving the money we’ve worked so hard to save. Julie Jason’s newest book, Managing Retirement Wealth, will take you by the hand and show you how to create the only investment portfolio you will ever need in retirement.”—Pam Krueger, executive producer and cohost of the award- winning PBS series MoneyTrack and EIFLE Financial Educator of the Year 2010
“A sturdy, basic, thoughtful, and extremely useful primer to get the investor off the starting line and well down the track to a successful financial future.”—Ben Stein
Julie Jason, Jackson, Grant Investment Advisers, Inc., 2 High Ridge Park, Stamford, CT 06905 Tel: 203-322-1198 Copyright Julie Jason 2009. All Rights Reserved. www.jacksongrant.us
