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About the author: 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 (syndicated by King Features), Jason troubleshoots financial problems for a broad audience of readers of every financial means. 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); 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). Julie Jason lives in Connecticut. Visit her at juliejason.com and follow her @RetireSecureNow
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