Dee 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.
Mutual fund companies send out annual statements the end of January. In addition, you should have received your 4th quarter report for 2016.
So when do you sell your mutual fund? The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
A benchmark is a standard used for comparison. You will want to learn how to compare your mutual fund to a benchmark so you can tell how well your fund is doing.
There are over 9,000 mutual funds and ETFs in the U.S. to choose from and you will need a disciplined process to whittle down the number to something that is manageable.
Valentine’s Day is tomorrow! And if you are thinking of taking your sweetie out to dinner it may already be too late to make a reservation.
The online dating services have begun to pay attention to the 76 million Boomers out there who may be looking for a Valentine.
It’s almost Valentine’s Day and many folks want a special Valentine in their lives.
Valentine’s Day is synonymous with candy. For many folks, the perfect Valentine gift is chocolate.
I do think you can play cupid on the cheap this Valentine’s Day and still make it special.
Valentine’s Day is next Tuesday the 14th! And if you are thinking of taking your sweetie out to dinner it may already be too late to make a reservation.