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.

(Image: iStockphoto)

Financial Roles: When You Are Somebody’s Parent

Parenting is a very tough job. Just watch the angst of the parents of the dancers during a recital or kids playing in a soccer tournament.

WBZ NewsRadio 1030–08/11/2016

Engelhardt's casket brought into the church Monday morning.

Financial Roles: When You Are Somebody’s Widow

If you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.

WBZ NewsRadio 1030–08/10/2016

Marriage, Annulment

Financial Roles: When You Are Somebody’s Ex-Spouse

Divorce is an emotional and financial roller coaster. It can be a living nightmare for all involved.

WBZ NewsRadio 1030–08/09/2016

Money, Finances, Elders, Worksheet

Financial Roles: When You Are Somebody’s Spouse

When you become somebody’s spouse you begin to look at things like a couple. Marriage is a partnership.

WBZ NewsRadio 1030–08/08/2016

(Photo by Dave Kotinsky/Getty Images)

Are You Over The Hill: Should You Prepay For Your Funeral?

Pre-paying for a funeral is something that I am often asked about. It may be the practical thing to do if you have just been diagnosed with stage 4 cancer or are in your late 80s, but if you are just 55 I am not sure it’s a good idea.

WBZ NewsRadio 1030–08/05/2016

(Image credit: Oscar Siagian/AFP/Getty Images)

Are You Over The Hill: Your Legacy

Estate planning is an important part of your overall financial plan.

WBZ NewsRadio 1030–08/04/2016

Long-Term Care, long term care

Are You Over The Hill: Long Term Care Insurance

At 55 do you need Long Term Care Insurance? I don’t know!

WBZ NewsRadio 1030–08/03/2016

Photo-BZ-Winter-and-Seniors

Are You Over The Hill: Housing

Where are you going to live when you retire?

WBZ NewsRadio 1030–08/02/2016

(Photo credit ROMEO GACAD/AFP/Getty Images)

Are You Over The Hill: Have You Saved Enough For Retirement?

According to researchers at Simon Frasier University in Canada, cognitive performance peaks at age 24. I don’t think most folks in their 20s feel like they are over the hill.

WBZ NewsRadio 1030–08/01/2016

Andrew DiMarzio practices playing his saxophone.

Good Stuff Cheap: Renting Instead Of Buying

I read an article on the AARP website recently. It was all about renting instead of owning to save money. They had a lot of interesting ideas.

WBZ NewsRadio 1030–07/29/2016

previous

next

More From CBS Boston

Summer of Savings
Download Weather App

Listen Live