Julie Jason’s Books

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Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad - Updated and Revised (Coming Soon)

In the latest edition of her award-winning book, Managing Retirement Wealth, seasoned Personal Portfolio Manager and recognized proponent of financial literacy education, Julie Jason, shares insights and techniques her fiduciary investment team at Jackson, Grant (Stamford, CT) has been using to manage high net worth portfolios for over 25 years.

This book will help you:

  • Graduate from hit-or-miss buying and selling to a big-picture portfolio approach to manage your assets based on who you are and what you need
  • Construct a personal portfolio that will serve you and your family for a lifetime
  • Establish an oversight system to make sure you stay the course
  • Develop a sense of healthy skepticism to help you evaluate investment performance and advice

Managing Retirement Wealth is the must-have book for every person who wants to retire secure in the knowledge that a good plan is in place for today and the future. Get a copy today and sleep well knowing that your money is working for you.

 

  • ​​​​​ EIFLE Award (Excellence in Financial Literacy Education) 2012
  • The Axiom Business Book Award Silver Medal Winner - Retirement Planning 2012   
  • The International Book Award for Personal Finance 2012
  • The USA Best Books Award for Personal Finance 2012

Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist (Sterling April 3, 2018)

Are you curious about:

  • How history can 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 elite colleges 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 insights are carefully crafted to focus on one subject at a time.

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  • EIFLE Award (Excellence in Financial Literacy Education) 2019
  • The Axiom Business Books Bronze Medal for Personal Finance/Retirement Planning/Investing 2019
  • The Best Books Award for Personal Finance 2018
  • The Chanticleer Instruction & Insight Book Award for Non-Fiction 2019
  • The CT Press Club Award for Non-Fiction Books for Adult Readers 2019
  • The Feathered Quill Book Gold Award for Informational Book 2019
  • The International Book Award for Personal Finance/Investing 2019
  • The London Book Festival Runner-up for General Non-Fiction 2018
  • The National Association of Book Entrepreneurs (NABE) Pinnacle Book Achievement Award for Business Fall 2018
  • The Pacific Book Award for Best Business 2019

 

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The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad (Revised 2017)

Julie Jason’s award-winning, the Retirement Survival Guide (Revised 2017) takes readers through a step-by-step analysis of how they can prepare for and achieve a long and financially secure retirement.  Whatever your level of experience or financial circumstance, this book will help put you on the path to financial security, by empowering you to focus on your own situation and find ways to improve your circumstances.  Julie has assembled an entire tool kit of self-assessments, tables, checklists, and essential questions to answer.

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  • *EIFLE Award (Excellence in Financial Literacy Education) 2010
  • The Axiom Business Book Award Gold Medal Winner - Retirement Planning 2011
  • The International Book Award for Personal Finance 2010
  • The National Best Books Award for Personal Finance 2010
  • Top Ten Business Book (Booklist - the American Library Association) 2010

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Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad (Updated 2017)

Managing Retirement Wealth, is Julie Jason's award-winning sequel to the Retirement Survival Guide.

A real concern for investors approaching retirement is losing assets in volatile or down market periods and as a result, having to either work longer or reduce lifestyles.  This book helps individuals understand how to deal with the uncertainty of the markets so that they can anticipate, not react to market-moving events.  Whether you're a novice or an experienced investor, you'll find resources, insights, and strategies to make effective decisions upon which a sound financial future can be based.

This highly acclaimed book helps individuals graduate from having a collection of stocks, bonds, and accounts, to a big-picture portfolio approach to managing their retirement savings.

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  • EIFLE Award (Excellence in Financial Literacy Education) 2012
  • The Axiom Business Book Award Silver Medal Winner - Retirement Planning 2012   
  • The International Book Award for Personal Finance 2012
  • The USA Best Books Award for Personal Finance 2012

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Julie Jason's Guide to Connecticut Probate: What Every Connecticut Family Needs to Know About Probate

Connecticut residents will want to address how to coordinate their financial and estate plans, the topic addressed in Julie Jason’s Guide to Connecticut Probate.

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  • Should you try to avoid probate?
  • Coordinating financial and estate plans
  • Will your will cause a lawsuit?
  • Executor's fees
  • Conflicts of interest
  • For both lawyers and laymen

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The 401(k) Plan Handbook

Provides practical guidance to sponsors of 401(k) plans on setting up and managing their 401(k) plans. 

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  • For sponsors
  • Setting up a 401(k)
  • Managing a 401(k)

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You and Your 401(k)

This book looks at a 401(k) as an investment alternative, instead of a passive benefit plan.  

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  • Your 401(k) is an investment
  • Choices are yours to make
  • Monitoring results