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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.

99 Great Ways To Save From AARP: $101 to $200

Today we’ll talk about savings in the $101 to $200 range. I like it that numbers keep going up.

WBZ NewsRadio 1030–08/03/2017

99 Great Ways To Save From AARP: $51 to $100

Today we’ll talk about savings in the $51 to $100 range.

WBZ NewsRadio 1030–08/02/2017

99 Great Ways To Save From AARP: $11 to $50

Today Savings are from $11 to $50 list. I like the bigger numbers, although if you are disciplined the small savings add up.

WBZ NewsRadio 1030–08/01/2017

Retirees, Senior Discounts

99 Great Ways To Save From AARP: $1 to $10

For the last eight summers AARP has produced an article in their July Bulletin on 99 Ways to Save. I have skipped a couple of years but this year’s headlines caught my eye.

WBZ NewsRadio 1030–07/31/2017

Saving More II: Renting Instead Of Buying

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

WBZ NewsRadio 1030–07/28/2017

Saving More II: A Staycation

Staying at home and using it as a base for your vacation can save thousands of dollars.

WBZ NewsRadio 1030–07/27/2017

Family, Car, Traveling

Saving More II: Summer Vacations

Any time you have to fly a distance the price tag of a vacation goes up.

WBZ NewsRadio 1030–07/26/2017

Saving More II: Kids’ Clothing

A budget buster is clothing when you have kids. Babies need a new wardrobe every couple of months.

WBZ NewsRadio 1030–07/25/2017

Saving More II: Other Stuff

Saving money is always good. So we should try to save on everything we purchase.

WBZ NewsRadio 1030–07/24/2017

Child Care, Day Camp

Midyear Tax Planning: Miscellaneous

School vacations are tough on working parents. The Child and Dependent Care Credit is available for expenses incurred during these lazy days of summer as well as throughout the rest of the year.

WBZ NewsRadio 1030–07/21/2017

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