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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.

Safe Deposit Box, Safe

Estate Planning 101

If you have done estate planning, when did you do it and where do you keep the documents?

WBZ NewsRadio 1030–03/21/2014

Files, Paperwork, Filing

Sorting Out Those Insurance Policies

Gather up all those insurance policies and start sorting them by type.

WBZ NewsRadio 1030–03/20/2014

MBTA Trash Cans

What Papers Can You Toss Out?

You’ve done the paper shuffle, now what papers can be placed in the circular file?

WBZ NewsRadio 1030–03/19/2014

(Credit: Thinkstock)

Are You Doing The Paper Shuffle?

You know, The Paper Shuffle, where you move your piles from one place to the next and maybe back again when you need the dining room table.

WBZ NewsRadio 1030–03/18/2014

Craigslist Killing Case

It’s Almost Time For Spring Cleaning!

Spring officially starts on Thursday. But I, for one, never write off the Snow Fairy until Mother’s Day.

WBZ NewsRadio 1030–03/17/2014

Caribbean Vacation

Create Memories With That Tax Refund

Things don’t make us happy, experiences do!

WBZ NewsRadio 1030–03/14/2014

(credit: WBZ-TV)

Invest That Tax Refund In Yourself!

The more education and skills you have the more money you will be able to earn. So take that tax refund and invest in yourself!

WBZ NewsRadio 1030–03/13/2014

(File image credit: NOAH SEELAM/AFP/Getty Images)

Invest That Tax Refund In Your Retirement

No one has ever been guilty of saving too much money for retirement!

WBZ NewsRadio 1030–03/12/2014

(Photo by Joe Raedle/Getty Images)

Get Out Of Credit Card Debt

The nation’s credit card debt is almost $860 billion. Use your tax refund as the first step to being debt free.

WBZ NewsRadio 1030–03/11/2014

Money Roll

A Refund Is Not A Windfall!

Too many treat their refunds as a windfall. It is not! It is a return of YOUR money.

WBZ NewsRadio 1030–03/10/2014

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