Dee 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.
We live in one of the most beautiful areas of the country. We have the ocean, lakes, mountains, and cities. Take your pick!
Eating out is one of America’s favorite past times so I’m not telling you to stop eating out, I’m just saying to do it smarter.
How can we buy the same goods and services we want and pay less?
Insurance is a financial tool that is used when you don’t have enough dollars in your emergency fund to cover the loss yourself.
Long-term care is the care needed for individuals with chronic disabilities.
You protect your house with paint, so make sure you also protect it with insurance.
If you are unable to work due to an accident or illness, it’s disability insurance that will protect you.
Insurance is a big ticket item in any budget. Take the time to review your insurance policies annually.
Fixed expenses are those things in our financial lives that we absolutely need to purchase, but you can still save on them!
Set the AC to 78 degrees or higher when the house is occupied and 85 degrees when no one’s home. You’ll save on cooling costs for each degree you raise your thermostat.