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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.

(Photo Credit: Thinkstock)

Last Week Of 2016: Back To Work

Tomorrow is back to work for most of us, and with the new year it’s a good time to review your benefits at work.

WBZ NewsRadio 1030–12/26/2016

Photo Credit: Thinkstock.com

General Tipping

Tipping intimidates me. At times I am not sure if I should tip or if it’s expected. Do I insult someone if I do or don’t? And worse how much should I tip?

WBZ NewsRadio 1030–12/23/2016

(Photo by Justin Sullivan/Getty Images)

Holiday Tipping For Those Who Deliver

Your newspaper carrier and mail carrier probably already left you a Christmas card with their name and address prominently displayed on the envelope in your mailbox or paper box.

WBZ NewsRadio 1030–12/22/2016

Photo Credit: ThinkStock

More Holiday Tipping

All of these suggestions for tipping are all optional on your part. If you have not received good service then do not feel obligated to give a tip.

WBZ NewsRadio 1030–12/21/2016

(Photo by Karen Twomey-WBZ NewsRadio 1030)

Who’s On Your Tipping List?

Let’s start with the folks who take care of our kids.

WBZ NewsRadio 1030–12/20/2016

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Holiday Tipping

Tipping during the holiday season is about showing others who help us out on a regular basis we care about what they do and we are thankful for their help.

WBZ NewsRadio 1030–12/19/2016

Heavy snow weighed down trees in North Smithfield, Rhode Island. (Kim Tunnicliffe/WBZ NewsRadio 1030)

Making The Holidays Happen: Winter Solstice

The first official day of winter is next Wednesday the 21st.

WBZ NewsRadio 1030–12/16/2016

Gift Receipts

Making The Holidays Happen: Gift Returns

Most stores offered gift receipts that you could stick in with the gifts. But if you didn’t get one try to find the original receipt for returns.

WBZ NewsRadio 1030–12/15/2016

Decorating Cookies

Making The Holidays Happen: Last Minute Gift Ideas

Ten days left to shop. There is always so much to do this week.

WBZ NewsRadio 1030–12/14/2016

(iStockphoto)

Making The Holidays Happen: Holiday Food

Whether it’s a party you are having or serving Hanukkah or Christmas dinner, try doing it cheaper.

WBZ NewsRadio 1030–12/13/2016

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