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.

Bank, Banking, Money, Withdrawl, Deposit

Saving For Your Retirement

Once your high interest debts are out of the way, start saving for retirement.

WBZ NewsRadio 1030–03/27/2015

(Photo by Scott Olson/Getty Images)

Know How Much Money You Are Making

Here’s something Interesting…Someone earning $50,000 with a commute could be earning $12 an hour after taxes and expenses.

WBZ NewsRadio 1030–03/26/2015

(credit: Photo by Arif Ali/AFP/Getty Images)

Setting Goals With “The Simple Dollar”

Set big goals and keep reminding yourself of them.

WBZ NewsRadio 1030–03/25/2015

American Express, Payment

More Tips From “The Simple Dollar”

Yesterday I told you about a website I found and the founder, Trent Hamm. We have more of his simple rules today.

WBZ NewsRadio 1030–03/24/2015

Money

The Simple Rules Of Personal Finance

Someone sent me a link to a website, “The Simple Dollar”, asking me what I thought. I read some of the columns and came away impressed.

WBZ NewsRadio 1030–03/23/2015

Papers, Paperwork, Filing

Checking In On Your Estate

Estate planning is next on our spring cleaning list.

WBZ NewsRadio 1030–03/20/2015

Papers

Cleaning Up Those Insurance Policies

I have learned over the years that it is often our insurance papers that get misplaced, or worse, tossed.

WBZ NewsRadio 1030–03/19/2015

Garbage Can, Paper, Bin

What Papers Can We Toss Out?

Many of us have the mindset that we need to save everything just in case we might need it someday.

WBZ NewsRadio 1030–03/18/2015

Mail (WBZ-TV image)

The Paper Shuffle

You know the routine here, you move your stuff from one place to the next and maybe back again when you need the dining room table. It’s called The Paper Shuffle.

WBZ NewsRadio 1030–03/17/2015

Craigslist Killing Case

Getting Your Stuff Organized

The first official day of spring is Friday. When the warmer weather hits, we’ll look around our homes and want to get rid of the winter clutter.

WBZ NewsRadio 1030–03/16/2015

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