Julie Jason believes that everyone, given the right guidance, can learn to make wise investment decisions by avoiding common mistakes and understanding the investment sales process.

Having gotten her start on Wall Street as a lawyer 30 years ago, she takes every opportunity to write, teach and coach people who want to expand their knowledge and financial decision-making ability.

Julie makes her living as a professional money manager for well-to-do families. But lately she has become passionate about helping advise people of all income levels on how to handle retirement. She has joined forces with AARP and created books and articles designed to help Boomers prepare for later life.

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