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.

phone, caller ID

Scams Our Elders Need To Be Aware Of

According to the latest AARP Bulletin there are many scams that occur between October 15th and December 7th which is the Medicare Open Enrollment period.

WBZ NewsRadio 1030–10/30/2014

(File photo by David Paul Morris/Getty Images)

Scams And Scammers Are Everywhere

We get smartphones and scammers somehow figure out how to outsmart us and our smartphones.

WBZ NewsRadio 1030–10/29/2014

(Photo by William Thomas Cain/Getty Images)

How To Effectively Deal With Scammers

Here are some guidelines from the FTC when dealing with a possible scammer on the phone. My advice is to just hang up or not even take the call.

WBZ NewsRadio 1030–10/28/2014

Corded Phone, Call

Scam Prevention For The Elderly

Every year thousands of people lose money to telephone scams, from a few dollars to their life savings.

WBZ NewsRadio 1030–10/27/2014

Social Security, Checks, Retirement

Retirement Plans At Work

More and more employers are eliminating their pension plans and only 60% of employers currently offer retirement plans.

WBZ NewsRadio 1030–10/24/2014

Savings

Are You Saving Enough?

The average 401(k) balance came in at $88,600 at the end of the second quarter of this year according to a report released by Fidelity, which represents 12.4 million U.S. workers. Younger workers had saved less and older workers more.

WBZ NewsRadio 1030–10/23/2014

Checks, Money, Payment, Loans

The Over The Hill Bonus

Congress increased the amount workers could contribute to their retirement plans but then realized that older workers closer to retirement were in rough shape.

WBZ NewsRadio 1030–10/22/2014

401K, Retirement Plans

Retirement Plan Limits

Let’s start with the employer plans, 60% of employers offer some sort of retirement plan, but only about 50% of employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/21/2014

Workers, Employees, Technology Jobs, Computers

It’s National Save for Retirement Week!

I know we have weeks dedicated to so many different things. Did you know we have a donut week? So we should have a Save for Retirement week!

WBZ NewsRadio 1030–10/20/2014

Babe Ruth's Sudbury Home

Protecting Your Estate While Living In Two States

Being a Snowbird could be a great lifestyle in retirement but one place will need to be your legal residence and it’s the laws of that state which will dictate your estate planning.

WBZ NewsRadio 1030–10/17/2014

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