"Julie Jason’s Managing Retirement Wealth gets what most investment books miss—investing is a means to an end. If you achieve your goals and provide greater security and opportunity for your loved ones, that’s what really matters. This fine text will prepare you to make smarter decisions about the choices that matter most, the ones that lead to your retirement success."—Don Phillips, managing director, Morningstar
"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
"Julie Jason’s Managing Retirement Wealth is written with the reader in mind. The book provides clear explanations of complex financial market topics and guides the reader on how to design, manage, and evaluate a portfolio to meet retirement needs."—Tom Robinson, PhD, CFA, CAIA, CFP; managing director, Education Division, CFA Institute
"In these tougher times, a guide like this becomes an even more invaluable tool." Jonathan Dahl, Editor in Chief, Smart Money
"Hard-working Americans need a road map through today’s bewildering financial world. From the basics of financial planning to understanding how to secure a dignified retirement, Julie Jason has provided a financial GPS for attaining your goals." Joseph Borg, Past President, North American Securities Administrators Association
"The AARP Crash Course provides a comprehensive financial approach to retirement income planning for the average person. Whether you're a do-it-yourself investor or desire a professional to help you, this book spells out what you need to consider and understand to make informed retirement income planning decisions." Betty Meredith, CFA®, CFP®, CRC®, Principal, InFRE Retirement Resource Center
"A valuable resource for all Connecticut families." Professor Robert Whitman, Professor of Law, University of Connecticut Law School
"This book is a must for everyone who cares about the well being of loved ones who will be left behind." Christopher P. Bruhl, President and CEO, The Business Council of Fairfield County
"If what you have was worth spending your lifetime to build, it MUST be worth preserving for your family. This book helps you understand how to do that in a well organized, easy to read format." Byron Udell, JD, CLU, CFP, ChFC, President & CEO, AccuQuote.com
"Strategic Investing After 50 takes the fear out of financial planning for those who need it the most. Julie knows her planning focus well." A. Michael Lipper, CFA, President, Lipper Advisory Services, Inc.
"Too many people confuse speculation with investment. They get caught up in the noise of the market and miss the fundamental truth that investing is not a game but a means to an end - a means of providing for your future and the financial security of your family. If you're ready to leave behind the hollow promise of instant riches and begin to chart a serious path toward your investment goals, then Julie Jason's Strategic Investing After 50 is just the guide you need." Don Phillips, Managing Director, Morningstar, Inc.
"The 401(k) Plan Handbook provides a wealth of knowledge for plan sponsors and 401(k) administrators. Anyone thinking about setting up a 401(k) plan should consider this book a 'must read.' Loaded with practical advice, examples, and checklists, it addresses areas that could easily be overlooked in setting up or changing a plan." Rita D. Metras, Director, Benefits Policy-Pension and Savings Plans, Eastman Kodak Company; Chairperson, Profit Sharing/401(k) Council of America
"The 401(k) Plan Handbook is a great tool for anyone responsible for 401(k) plans, whether they are new to 401(k)s or seasoned professionals who want to refresh their understanding of the issues. The book is comprehensive and very informative." Ray Gaydos, Manager, Profit-Sharing, Marriott International, Inc.
"Americans must take control of their financial futures using tools like 401(k) plans. You and Your 401(k) offers excellent practical ideas about how to maximize the benefits of saving and investing through 401(k)." David L. Wray, President, Profit Sharing 401(k) Council of America
"Very thorough. For someone with a basic knowledge level of their 401(k) plan, this book can take them to the next level of being a more sophisticated retirement investor and planner." Paul Yakoboski, Research Associate, Employee Benefits Research Institute
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
