Wednesday, May 23, 2018

Book Nook: Retire Securely - Insights on Money Management from an Award-Winning Financial Columnist

We've all heard the message - early planning for retirement is the best bet. I had a chance to review the book Retire Securely, which is appropriate for anyone approaching retirement from any distance, whether it's entering into the job force, years out from retirement, or coming right up to it (although with information titled "financial literacy starts early" it obviously is better the earlier you are).

The book is easy to read, no matter what your current level of financial literacy. It covers a lot of topics - a brief financial history to provide context, 401(k)s and IRAs for working years and retirement, wise choices for investment and financial advisors, common financial scams, and estate planning and giving. I most appreciated the information on financial history, as that section contained the newest information for me, but it still is a great book and I learned tidbits of information in each section. Some of it confirmed what I'm already doing, and some if it inspired changes and adjustments to my financial plan.

Julie Jason, JD, LLM, started out on Wall Street as an attorney, developing her views on financial services in the trenches.  Twenty-five years ago, 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, Jason troubleshoots financial problems for a broad audience of readers of every financial means. Jason is also 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); Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad (Sterling 2016/2011); 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).

Visit Julie at and follow her on Facebook and Twitter.

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