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

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 ( 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.


The Importance Of Updating Beneficiary Designations

Beneficiary designations are unique in that upon your death the asset passes to the named individuals on the account and they will bypass any will or trust that may be in place.

WBZ NewsRadio 1030–09/25/2015

Checks, Money, Payment, Loans

Consequences Of Borrowing From Your Retirement Plan

Most 401(k) plans and some 403(b) and 457 plans allow the participant to borrow from their plan, but is it a good idea?

WBZ NewsRadio 1030–09/24/2015


Not Checking Your Credit Stats Regularly

BOSTON (CBS) – You should know your credit score and have reviewed your credit report at least annually. Why? One listener wrote to tell me about his car being totaled and he needed to buy […]

WBZ NewsRadio 1030–09/23/2015

Estate Planning

We Must Plan For Death

We all do some really dumb things when it comes to our money, and sometimes it’s what we don’t do.

WBZ NewsRadio 1030–09/22/2015

A protestor outside the company’s headquarters in Tewksbury August 4, 2014. (WBZ-TV)

Not Having An Emergency Fund

We’ll cover more dumb money moves this week!

WBZ NewsRadio 1030–09/21/2015

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Investing In The Wrong Stuff

Most investors don’t even realize they are in the wrong type of investment until it’s too late.

WBZ NewsRadio 1030–09/18/2015

(Photo by Tim Boyle/Getty Images)

Waiting To Start Saving For Retirement

I’ve heard from many retirees who wished they had started saving sooner for their golden years, that way they would definitely be golden!

WBZ NewsRadio 1030–09/17/2015

(Photo credit: Coldwell Banker)

Paying Off Credit Card Debt With A Home Equity Loan

I know the temptation is there, but it’s just not prudent.

WBZ NewsRadio 1030–09/16/2015

woman, computer, laptop

More Money Regrets

I don’t know anyone who doesn’t have at least one money regret…and some have many more.

WBZ NewsRadio 1030–09/15/2015

Purchases, Handbag, Shopping

Money Regrets

We have all done dumb things with our money at one time or another.

WBZ NewsRadio 1030–09/14/2015