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.
Folks have been very generous in sharing money mistakes. At the work shop last week folks shared some interesting mistakes that many of us have made.
The lifestyle portrayed for a 30-year-old single is one of extravagance. Dinners out, clubbing a couple of nights a week, trendy clothes, gym membership and SUVs, great vacations and upscale apartments. Can you afford all that?
These are money mistakes employees often make with their retirement plans.
In speaking at a workshop last week, I was very surprised at how few of the attendees had checked their credit reports after the recent Equifax hack.
When you own an asset such as a retirement plan, an annuity, or life insurance, you get to decide who should get that asset if you should die
Here again some listeners tell of getting screwed. They borrowed from their plans, left their employment, and the money was owed back within 30 days or it became a withdrawal.
Just for the record, I’ve made my share of money mistakes. No one does it right all the time.
We are all going to die. We just don’t know when. So it’s not what you have done, it’s what you didn’t do that your heirs will regret.
For the most part money mistakes are self-inflicted wounds!
If your kiddo is in high school you may not have much time to fix this money mistake.