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.

Andrew DiMarzio practices playing his saxophone.

Good Stuff Cheap: Renting Instead Of Buying

I read an article on the AARP website recently. It was all about renting instead of owning to save money. They had a lot of interesting ideas.

WBZ NewsRadio 1030–07/29/2016

(Photo Credit: Cape Cod Potato Chips)

Good Stuff Cheap: A Staycation

Staying at home and using it as a base for your vacation can save thousands of dollars.

WBZ NewsRadio 1030–07/28/2016

File (credit:

Good Stuff Cheap: A Tank Away

Any time you have to drive or fly a distance the price tag of the vacation goes up. To save money this summer consider filling up the gas tank and taking off.

WBZ NewsRadio 1030–07/27/2016


Good Stuff Cheap: Kids’ Clothing

A budget buster is clothing when you have kids. Hand me downs work great, unless, of course, you are the kid, but there are options.

WBZ NewsRadio 1030–07/26/2016

Big box store

Good Stuff Cheap: Groceries

We all want good stuff and we want it cheap. So how can we buy the same goods and services we want and pay less?

WBZ NewsRadio 1030–07/25/2016


Midyear Tax Planning: Miscellaneous

Most everyone pays at least 10% on some of their income. As you make more money the tax increases.

WBZ NewsRadio 1030–07/22/2016

401K, Retirement Plans

Midyear Tax Planning: Retirement Plan

July is a good time to take stock of your retirement accounts. The contribution limits for this year for a 401(k), a 403(b) and a 457 plan is $18,000.

WBZ NewsRadio 1030–07/21/2016

College Grad

Midyear Tax Planning: College Grads

If you just got a job, there is some tax planning you can do, even if you are just doing landscaping or waitressing until that marketing job comes through.

WBZ NewsRadio 1030–07/20/2016

(Photo by Joe Raedle/Getty Images)

Midyear Tax Planning: The Newlyweds

Those June weddings we talked about last month all have a tax consequence to them.

WBZ NewsRadio 1030–07/19/2016

Taxes, 1040, Forms, Papers

Midyear Tax Planning: Where To Begin

July for most folks is all about sun and fun. But it is a good time to do some tax planning as well.

WBZ NewsRadio 1030–07/18/2016



More From CBS Boston

Summer of Savings
Download Weather App

Listen Live