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.
Beneficiary designations are unique in that upon your death the asset passes to the named individuals on the account and they will bypass any will or trust that may be in place. Make sure they are up to date!
Most 401(k) plans and some 403(b) and 457 plans allow the participant to borrow from their plan…but should you?
According to Bankrate.com, 35% of consumers have never checked their credit report even though it is free.
We are all going to die. We just don’t know when. So it’s not about what you have done, it’s about what you haven’t.
More money regrets this week! According to the Economist, nearly half of American households said they could not cover an unexpected $400 expense without borrowing or selling something!
Earlier this month we discussed ways to save for college and I heard from listeners looking for ways to make up for lost time. They had not saved enough or anything in some cases.
I heard from retirees who had wished they had met me when they were 25. They regretted not starting to save for retirement until they were older.
Credit cards seems to be an area where many consumers make really dumb moves. It is so easy to misuse what’s in your wallet.
Shoppers regret usually sets in once you get home after a shopping trip with friends or when the credit card bill comes due.
This has proved to be a very popular series so I thought we should do it again. We will talk about all the dumb things we do involving money.