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.
I know you are thinking about Christmas or Hanukkah right now but we should think about year-end tax planning as well.
Kids need to understand money and how we as adults get it into our hands.
When you mention gifting what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to another generation.
If you have not done any retirement planning or if you have not saved enough for retirement, tomorrow, decide which kid you want to live with in your old age. This is Plan B.
A family gathering like Thanksgiving may be a good time to talk with our elders, especially if you have had to travel far to be together.
Thanksgiving is a celebration of family and an opportune time to talk about families and money.
Finding the perfect the gift for some folks on your list is hard. Maybe even impossible. And if they don’t like it you often have to return it!
If you don’t have much money to spend then you will have to spend your time. And if you have any talents, use them.
Can you save on Christmas spending? Giving to fewer recipients is a good start.
How much do you plan to spend on gifts this year? Better yet, much can you afford to spend on gifts this year without going into serious debt?