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The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad
From a top investment advisor comes time-tested, rock-solid retirement advice for people of every income level.
Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. This revised edition of Julie Jason’s award-winning guide—updated to reflect current laws and statistics—will help Americans seeking safety and stability in a time of economic change. In addition to showing those on the verge of retirement how to create their own “personal pension,” investment educator Jason deftly guides prospective retirees through the otherwise bewildering process of evaluating their needs, anticipating future expenses (and managing current ones), and converting present assets into future retirement income. To achieve this goal, she assembles—and shares with the reader—an entire tool kit of self-assessments, tables, checklists, and essential questions.
Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. This revised edition of Julie Jason’s award-winning guide—updated to reflect current laws and statistics—will help Americans seeking safety and stability in a time of economic change. In addition to showing those on the verge of retirement how to create their own “personal pension,” investment educator Jason deftly guides prospective retirees through the otherwise bewildering process of evaluating their needs, anticipating future expenses (and managing current ones), and converting present assets into future retirement income. To achieve this goal, she assembles—and shares with the reader—an entire tool kit of self-assessments, tables, checklists, and essential questions.
344 pages, Paperback
Published September 26, 2017
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Displaying 1 - 2 of 2 reviews
February 7, 2021
I needed some help understanding some things as my family gets closer to retirement. It was updated in 2017. Reminder to save at least 10% ( more if you are older), and take advantage of the entire company match.
November 11, 2025
Okay. So many finance books, so many different recommendations. Good chapters on planning for required withdrawals. I appreciated the summaries that included the author’s comments on particular tasks or financial products.
Displaying 1 - 2 of 2 reviews