About

Investment Counsel to high-net-worth families; lawyer. Non-fiction author (finance), Forbes.com contributor, syndicated financial columnist with Andrews McMeel Syndication.

Featured Work

The Discerning Investor

2022

Other Works

  • Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist (Sterling 2018)

    2018

  • The Retirement Survival Guide

    2017

  • Managing Retirement Wealth

    2011

  • The AARP Retirement Survival Guide

    2009

  • Julie Jason's Guide to Connecticut Probate

    2006

  • J.K. Lasser's Strategic Guide to Investing After 50

    2001

  • The 401(k) Plan Handbook (For Sponsors)

    1997

  • You & Your 401(k) (For 401(k) Participants)

    1996

Awards and Recognition

  • EIFLE Award for Excellence in Financial Literacy Education
  • The CLARION Award for Clarity in Writing
  • The Axiom Business Book Award
  • The International Book Award
  • The Best Books Award
  • The CT Press Club Award
  • Top Ten Business Book Award (Booklist - The American Library Association)