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.

(credit: iStockphoto)

Financial Goals For Families With Newborns

Having a baby creates a family and makes us look at things differently.

WBZ NewsRadio 1030–06/20/2015

Couples Getaway

Financial Goals For Couples

Wanting a future together, a couple should be having the money talk before they marry or move in together.

WBZ NewsRadio 1030–06/20/2015

Elderly Man

Estate Planning

Estate Planning is an awkward subject to discuss for it involves someone dying!

WBZ NewsRadio 1030–06/19/2015

Elderly Woman

Long Term Care Insurance

Most long-term care is to assist people with support services for activities of daily living such as dressing, bathing, and toileting.

WBZ NewsRadio 1030–06/18/2015

(Credit: iStock Image)

About Reverse Mortgages

These mortgages are not for everyone. They may be best for a cash strapped elder who wants to stay in their home.

WBZ NewsRadio 1030–06/17/2015

(PATRICK PLEUL/AFP/Getty Images)

Alternative Living Arrangements

Does Dad need an alternative living arrangement?

WBZ NewsRadio 1030–06/16/2015

Mother, Family, Daughter, Talking

Helping The ‘Sandwich Generation’

Baby Boomers will likely spend more years caring for a parent than for their children.

WBZ NewsRadio 1030–06/15/2015

(credit: iStockphoto)

Retirement Realities: Health Care Costs

Couples who opt to retire early at age 62 instead of 65 can anticipate an additional estimated annual cost of $17,000 per year for health care.

WBZ NewsRadio 1030–06/12/2015

Cocktails

Retirement Realities: Retirement Potholes

The pot holes of life have a way of messing up the best laid plans for a comfortable retirement.

WBZ NewsRadio 1030–06/11/2015

Acapulco, Mexico

Retirement Realities: Far And Away

Retire somewhere exotic and really cheap. It’s working for some retirees.

WBZ NewsRadio 1030–06/10/2015

previous

next