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.

American Express, Payment

Paying Off Debt In 2015

According to Fidelity’s annual Financial Resolutions Study about 20% of those making financial resolutions are serious about paying off debt.

WBZ NewsRadio 1030–01/09/2015

Savings

Save More Money In 2015

Saving more money always makes the top ten for resolutions.

WBZ NewsRadio 1030–01/08/2015

Gym (File image)

Getting Fit For 2015

A study done by the CDC estimates that almost 80% of adults do not get enough exercise.

WBZ NewsRadio 1030–01/07/2015

Diet, Scale, Resolutions

The Dreaded Weight Loss Plan

The commercials for weight loss started right after Christmas this year.

WBZ NewsRadio 1030–01/06/2015

(Credit: Thinkstock)

Goals Are Dreams With A Deadline

According to Forbes magazine, just 8% of us achieve our New Year’s Resolutions each year.

WBZ NewsRadio 1030–01/05/2015

cash, payment

Healthy, Wealthy & Wise, Part 2

Yesterday was all about getting healthy, today let’s talk about the wealthy part.

WBZ NewsRadio 1030–01/02/2015

Gym (File image)

Healthy, Wealthy & Wise, Part 1

New Year’s resolutions usually involve two things, health and wealth!

WBZ NewsRadio 1030–01/01/2015

(Image: iStockphoto)

Happy New Year!

Most folks have overindulged in oh so many ways. And now we have begun to wonder how on earth we are going to undo the damage done?

WBZ NewsRadio 1030–12/31/2014

(Photo by Drew Angerer/Getty Images)

The State of The Economy

Before we know it we will be writing 2015! So what were my thoughts last year at this time?

WBZ NewsRadio 1030–12/30/2014

Working, Office, Desk, Business, Corporate

Getting Back To Work

A new year is a good time to take stock of what you’ve got at work so review those benefits and don’t miss out.

WBZ NewsRadio 1030–12/29/2014

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