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.

401k, Retirement Plan, IRA, 401k, 401k

National Retirement Security Week: No Plans At Work

Listeners have told me they’re not worried about retirement savings because they’ll have their Social Security benefit, but Social Security was never intended to be your only source of income in retirement!

WBZ NewsRadio 1030–16 hours ago

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

National Retirement Security Week: Are You Saving Enough?

According to a report released by Fidelity, which represents over 15 million U.S. workers, the average 401(k) balance at Fidelity was around $98,000 as of July 1 this year.

WBZ NewsRadio 1030–10/19/2017

Retirees, Senior Discounts

National Retirement Security Week: The Magic Of 50

If you turned 50 this year there are a couple of bonuses; first you can join AARP and the second is you can contribute more dollars to your retirement plan.

WBZ NewsRadio 1030–10/18/2017

401k, Retirement Plan, IRA, 401k, 401k

National Retirement Security Week: Retirement Plan Limits

Among large employers, 92% offer a retirement savings plan, but the number drops to 72% for employers with fewer than 100 workers, but not all employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/17/2017

File photo of a person holding money. (Photo by JUAN BARRETO/AFP/Getty Images)

National Retirement Security Week: Day One

This is National Retirement Security Week. Its goal is to raise public awareness about the importance of saving for retirement.

WBZ NewsRadio 1030–10/16/2017

Air Travel (credit: Randy Yagi)

Snow Birds: Protecting Your Estate While Living In Two States

Being a snowbird like my Juncos, six months south and six months north, could be a great life style in retirement but one place will need to be your legal residence. Basically, where are you from?

WBZ NewsRadio 1030–10/13/2017

Snow Birds: Healthcare

If you’ve reached the magic age of Medicare, which is 65, you shouldn’t have any problems with doctors and health care facilities accepting your health insurance wherever you are in the U.S.

WBZ NewsRadio 1030–10/12/2017

Snowbirds, RVing, RVs

Snow Birds: Will Your House Have Wheels?

Snowbird envy happens to a lot of us as we watch those RVs head south. We wonder about all of the adventures and life on the open road.

WBZ NewsRadio 1030–10/11/2017

Snowbirds, Junco

Snow Birds: One Month Or Six?

The real snow birds, the Juncos, spend about 6 months north and 6 months south. But south to them is Massachusetts!

WBZ NewsRadio 1030–10/10/2017

Snow Birds: Migration Begins

Talking about the snow birds is one of my favorite segments.

WBZ NewsRadio 1030–10/09/2017

next

More From CBS Boston

Opioid Crisis
Download Our App
Download Weather App

Watch & Listen LIVE