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

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 ( 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.

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Mutual Funds: Your Statement

Mutual fund companies send out annual statements the end of January. In addition, you should have received your 4th quarter report for 2016.

WBZ NewsRadio 1030–01/20/2017


NightSide – WBZ Cares: Big Brother Big Sister

BOSTON (CBS) – Big Brother Big Sister is an organization well known for making a life-changing difference for at-risk boys and girls that just need some guidance and a positive influence to help them succeed. […]

WBZ NewsRadio 1030–01/20/2017

New York Stock Exchange, Stocks, Bonds, Dividends, Wall Street

Mutual Funds: When To Sell

So when do you sell your mutual fund? The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.

WBZ NewsRadio 1030–01/19/2017

Dow Jones industrial average, investments, bonds, New York Stock Exchange

Mutual Funds: Benchmarks

A benchmark is a standard used for comparison. You will want to learn how to compare your mutual fund to a benchmark so you can tell how well your fund is doing.

WBZ NewsRadio 1030–01/18/2017

(Photo by Chip Somodevilla/Getty Images)

Mutual Funds: Which Fund Is Right For You?

There are over 9,000 mutual funds & ETFs in the U.S. to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–01/17/2017

(Credit: Thinkstock)

Mutual Funds: Most Of Us Have A Portfolio

Almost every goal we have as a grownup has a financial component to it. A comfortable retirement or a college education for the kiddo requires investment in the stock market.

WBZ NewsRadio 1030–01/16/2017

Financial Planners

Questions From Listeners: Where Can I Find A Good Financial Planner?

Begin by asking your friends, work associates and relatives if they use a financial planner. Move on to asking other professional advisors such as your attorney, accountant, or tax preparer.

WBZ NewsRadio 1030–01/13/2017

Infant, car seat, baby

Questions From Listeners: We’re Having A Baby! What Should Financial Goals Be?

Expecting a baby makes people view the world differently. The transition from couple to family requires a fresh assessment of all aspects of your life.

WBZ NewsRadio 1030–01/12/2017

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Questions From Listeners: How Much To Withdraw From IRA When I Retire?

You are required by law to start minimum distributions by April 1 of the year after you turn 70½ but you may need to take your second distribution that year also.

WBZ NewsRadio 1030–01/11/2017

(File Photo)

Questions From Listeners: Should I Invest In Roth IRA Or Traditional?

Are you maximizing out your retirement plan at work such as your 401(k)? Money should go here first, especially if the company matches your contribution.

WBZ NewsRadio 1030–01/10/2017



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