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.

generic, holiday, shopping, sales, gift cards

The Gift Of Money

It truly is hard to find the perfect gift for some of the people on your list. Cash always pleases and it’s quick, easy, and never returned.

WBZ NewsRadio 1030–11/21/2014

(Photo by Stephen Lovekin/Getty Images)

Holiday Gifting When Money Is Tight

Christmas can happen even on a tight budget.

WBZ NewsRadio 1030–11/20/2014

Blue Discoveries Family Day

Can You Save During The Holidays?

Sure! Giving to fewer recipients is a good start.

WBZ NewsRadio 1030–11/19/2014

Gifts

So Who Made The Gift List This Year?

How much do you plan to spend on gifts this year? Once you figure that out the rest is fun!

WBZ NewsRadio 1030–11/18/2014

Holiday Shopping

How Much Do You Spend During The Holidays?

A recent Gallup survey conducted earlier this month finds that 30% of adults nationwide say they will spend $1,000 or more on gifts. The average is $763.

WBZ NewsRadio 1030–11/17/2014

(Credit: Thinkstock)

Other Ways To Pay For College

If your kid is in her senior year and there is nothing set aside for her college education it’s too late to do much more than stick whatever extra cash you can in a savings account.

WBZ NewsRadio 1030–11/14/2014

U.S. savings bonds (Photo credit: TheKarenD)

Saving For College With U.S. Savings Bonds

The Education Bond Program was the first program available to offer any kind of a tax break for parents trying to save for college.

WBZ NewsRadio 1030–11/13/2014

(credit: Photo by Joe Raedle/Newsmakers)

Coverdell Education Savings Accounts

These accounts can be set up for kids under 18 years of age and the annual contribution limit is $2,000 per child.

WBZ NewsRadio 1030–11/12/2014

(Photo by Chip Somodevilla/Getty Images)

The 529 College Savings Plan

College is a good investment and could be worth well over a $1 million dollars to your kiddo.

WBZ NewsRadio 1030–11/11/2014

Tuition, Payment

Who Should Pay For College?

High school juniors and seniors took their SATs last Saturday, and of the kids who took the PSATs less than 1 percent will qualify for a merit scholarship.

WBZ NewsRadio 1030–11/10/2014

previous

next

Follow

Get every new post delivered to your Inbox.

Join 2,561 other followers