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Retire Securely

Insights on Money Management

from an Award-Winning Financial Columnist


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.

  • 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

Read what the experts say about this book

"Once again, Julie Jason demonstrates an astute understanding of the psyche and motivations that drive investors. She's not here to sell you 'get-rich-quick' schemes, but to provide you with the right resources and education required to make wise, long-term investing decisions that make the most sense for your financial future." - Don Phillips, Managing Director, Morningstar

"Outstanding! Out of the hundreds of books on how to navigate retirement, in her newest book, Retire Securely, Julie Jason writes from her own experience. Her inside knowledge shines a bright spotlight on the issues that matter most. If you've ever been confused about how investment advisors work, or which type of advisor you should consider hiring, Julie has laid it all out for you. In chapter five, she clearly points out the potential conflicts of interest and gives readers simple steps to avoid hiring the wrong advisor, such as the importance of reviewing an advisor's disclosure records as the first line of defense. Readers will come away both informed and empowered." - Pam Krueger, Executive Producer and Cohost of the Award-winning TV Series Money Track on PBS, and Founder of Wealthramp.com.

"Let's face it, investing requires a little homework. Julie Jason's new book, Retire Securely, is a good place to start for anyone who wants to plan a more comfortable retirement." - Howard Breacher, Publisher, The Value Line Investment Survey