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.

Taxes, 1040, Forms, Papers

What’s On Your Tax Return?

Review your tax situation now so you have some idea what tax bracket you will fall into this year.

WBZ NewsRadio 1030–12/03/2014

Photo Credit: Thinkstock.com

Year End Tax Planning For The Self-Employed

Self-employed individuals do get some decent tax breaks.

WBZ NewsRadio 1030–12/02/2014

medical, doctor, patient, hospital

About Those Flexible Spending Accounts

Let’s talk about year-end tax planning. We’ll start with the Flexible Spending Accounts.

WBZ NewsRadio 1030–12/01/2014

Money, Withdrawl

Teaching Our Kids About Money

Some of you are out shopping today and you may have the kids in the car. Why not give the kids a money lesson?

WBZ NewsRadio 1030–11/28/2014

(File image credit: NOAH SEELAM/AFP/Getty Images)

All About Gifting Assets

When we talk gifting, a birthday or Christmas usually comes to mind. Today we’re talking about gifting assets to another generation.

WBZ NewsRadio 1030–11/27/2014

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The Retirement Back-Up Plan

If you have not done any retirement planning, tomorrow, as everyone is seated around the table, decide which kid you want to live with in your old age.

WBZ NewsRadio 1030–11/26/2014

(Photo Credit: Thinkstock)

Talking To Our Elders About Their Affairs

Talking to your elderly parents about awkward subjects doesn’t get any easier with age. A family gathering like Thanksgiving may be the best time to tackle it.

WBZ NewsRadio 1030–11/25/2014

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Where Are All The Important Papers?

I thought this Thanksgiving week would be an opportune time to talk about families and money.

WBZ NewsRadio 1030–11/24/2014

generic, holiday, shopping, sales, gift cards

The Gift Of Money

It truly is hard to find the perfect gift for some of the people on your list. Cash always pleases and it’s quick, easy, and never returned.

WBZ NewsRadio 1030–11/21/2014

(Photo by Stephen Lovekin/Getty Images)

Holiday Gifting When Money Is Tight

Christmas can happen even on a tight budget.

WBZ NewsRadio 1030–11/20/2014

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