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.

Couples & Money: The Second Or Third Time Around

According the Pew Research Center last year, 4 million adults ages 50 and older were cohabiting.

WBZ NewsRadio 1030–11 hours ago

Couples & Money: Co-Habitation

According to the Census Bureau, more than 40% of American women under the age of 45 have lived unmarried with a male partner at some point in their lives.

WBZ NewsRadio 1030–06/22/2017

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Couples & Money: Merging Households

The average age of a couple getting married in Massachusetts today is older; for a man it’s 31 and a woman 29.

WBZ NewsRadio 1030–06/21/2017

wedding, marriage, couples

Couples & Money: Tying The Knot Cheaply

Definitely the cheapest way to get married is to elope and find a justice of the peace.

WBZ NewsRadio 1030–06/20/2017

Couples & Money: Tying The Knot

I thought we could spend the week talking about couples and when I get interested in a subject there is always money involved.

WBZ NewsRadio 1030–06/19/2017

Wills, Estate Planning

Father’s Day: Estate Planning

According to a recent Rocket Lawyer survey, a surprising 32% of Americans would rather do their taxes, get a root canal, or give up sex for a month than create or update their will.

WBZ NewsRadio 1030–06/16/2017

Long-Term Care, Rehab

Father’s Day: Long Term Care Insurance

Long-term care is a variety of services that includes medical and non-medical care. Most long-term care is to assist people with support services for activities of daily living such as dressing, bathing, and using the bathroom.

WBZ NewsRadio 1030–06/15/2017

Home Sales, Short Sale, Forms, Housing, Realtor, Home Buyer

Father’s Day: Reverse Mortgages

A reverse mortgage allows you to borrow against the equity in your home and the money does not have to be paid back until you die or want to move. Sounds very tempting.

WBZ NewsRadio 1030–06/14/2017

Old Man, Eldercare, Elders

Father’s Day: Where Does Dad Hang His Hat?

Multi-generational living is becoming mainstream again. There has been a 70% increase in the past decade of parents moving in with the kids. Almost 5 million grandparents live with family.

WBZ NewsRadio 1030–06/13/2017

Father’s Day: Eldercare

Father’s Day is next Sunday. I would like to continue the series we started around Mother’s Day on helping the elders in our lives.

WBZ NewsRadio 1030–06/12/2017

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