Dee Lee

420x316 grad lee Dee LeeDee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer. She is a member of the Financial Planning Association and served on their national Board of Directors.

Dee has penned several books, her newest; Women and Money; Your Personal Finance Guide is available at Amazon. This book gives women no-nonsense financial planning advice and discusses the financial roles women take on during their lifetimes. This book is also being used for Women and Money conferences being sponsored by state treasurers, YWCAs, and Women’s Commissions around the country.

Money, a simple title, but not a simple book. Everyone knows how important it is to make the most of their money. You try to spend wisely and save as much as you can. But to achieve true financial success you’ll have to move beyond the basics and learn about money management.

The Complete Idiot’s Guide to Retiring Early is all about catching the golden ring before age 65. So much of Dee’s time is spent advising pre-retirees that a book about retiring early seemed a natural. What you need to know to achieve that illusive dream of an early retirement is all included in the book. It’s fun and easy reading.

The Complete Idiot’s Guide to 401(k) Plans, recently updated is essential resource material for the retirement plan participant. The title here is misleading for the book was not written just for the novice investor but offers the more sophisticated reader the opportunity to learn about retirement plans as well.

Let’s Talk Money, is a book written to help the reader understand the maze of personal finance and to learn to invest the old fashion way. Dee’s books are available in bookstores or at amazon.com.

Dee believes in the importance of financial education. She has teamed up with state treasurer, Tim Cahill to help him educate the women of Massachusetts. Check her site (www.deelee.net) to find a free women and money conference near you.

She has been featured in the New York Sunday Times and quoted as a resource in USA Today, Fortune, Money, Kiplinger’s Personal Finance, Fidelity Focus, Financial Planning, Smart Money, Worth, Forbes, Journal of Financial Planning, Employee Benefit News, Employee Benefit Plan Review, Fidelity’s Stages, and The Wall Street Journal. Dee spent ten years writing the Money Manager column, a personal finance column for the Boston Herald.

(Photo by Tim Boyle/Getty Images)

Tax Planning: Giving It Away

BOSTON (CBS) – More to lower your tax bill: You can only deduct contributions you give to qualified charities. Use the IRS Select Check tool to see if the group you give to is qualified. […]

WBZ NewsRadio 1030–12/02/2016

Salvation Army

Tax Planning: Last Minute Stuff

Every year around the third week of December Congress decides to tweak the tax code, and I would suggest that you watch for changes thru 2017.

WBZ NewsRadio 1030–12/01/2016

1040

Tax Planning: What Is On Your Tax Return?

Review your tax situation now so you have some idea what tax bracket you will fall into this year and decide whether you want to do the long 1040 or the simpler and shorter form 1040EZ.

WBZ NewsRadio 1030–11/30/2016

Small Business Tax Tips, Tax Help, Tax Tips, Small Business

Tax Planning: The Self-Employed

If you are self-employed your Schedule C is very important. There are some tax breaks worthy of spending some time on.

WBZ NewsRadio 1030–11/29/2016

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Tax Planning: Flexible Spending Accounts

If you are willing to spend some time, I can guarantee you some savings when you file your taxes next year.

WBZ NewsRadio 1030–11/28/2016

(WBZ-TV)

Our Families: Money Lessons For Our Kids

I would suspect some of our listeners are in their cars moving between shopping malls right now. As harried as you are why not give the kids in the back seat a money lesson.

WBZ NewsRadio 1030–11/25/2016

(Photo credit ADEK BERRY/AFP/Getty Images)

Our Families: Giving It Away

When you mention gifting what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is giving it away.

WBZ NewsRadio 1030–11/24/2016

Photo Credit: Thinkstock

Our Families: The Retirement Back-Up Plan

If you have not done any retirement planning or if you have not saved enough for retirement, tomorrow, as everyone is seated around the table, decide which kid you want to live with in your old age.

WBZ NewsRadio 1030–11/23/2016

These Weymouth seniors knit for those in need. (Photo credit - Karen Twomey/WBZ NewsRadio 1030)

Our Families: Our Seniors

Let’s focus on mom today because most often it is our mother we will probably help in her declining years, for she has outlived dad.

WBZ NewsRadio 1030–11/22/2016

(Credit: Thinkstock)

Our Families: The Important Papers

Thanksgiving week is a perfect time to celebrate families, so I thought this week would be an opportune time to talk about families and money.

WBZ NewsRadio 1030–11/21/2016

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