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.

(credit: iStockphoto)

Retirement Realities: Health Care Costs

According to the latest retiree health care cost estimate from Fidelity, a 65-year-old couple will need over $245,000 to cover medical expenses throughout their retirement.

WBZ NewsRadio 1030–06/24/2016

(Photo Credit: Thinkstock)

Retirement Realities: Retirement Pot Holes

The pot holes of life have a way of messing up the best laid plans for a comfortable retirement.

WBZ NewsRadio 1030–06/23/2016

(credit: Thinkstock)

Retirement Realities: Retiring Far Away

Do you think you might want to retire somewhere exotic and cheap? It is working for some retirees.

WBZ NewsRadio 1030–06/22/2016

Social Security checks at a U.S. Treasury printing facility (Photo by William Thomas Cain/Getty Images)

Retirement Realities: Will You Have Enough Money To Retire?

The more money you have saved the more options you will have in retirement. It’s that simple!

WBZ NewsRadio 1030–06/21/2016

Gardening Gift Basket Mother\'s Day

Retirement Realities: The Dress Rehearsal

Retirement is a very scary place and I am thinking I am never going to retire.

WBZ NewsRadio 1030–06/20/2016

Estate Planning

Father’s Day: Estate Planning

Money & Estate Planning are awkward subjects to discuss for it involves someone dying!

WBZ NewsRadio 1030–06/17/2016

Elders, Wheelchair, Housing

Father’s Day: Long Term Care Insurance

Most long-term care is to assist people with support services for activities of daily living such as dressing, bathing, and using the bathroom.

WBZ NewsRadio 1030–06/16/2016

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Father’s Day: Reverse Mortgages

Reverse mortgages have been around since 1990 and they are getting better.

WBZ NewsRadio 1030–06/15/2016

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Father’s Day: Where’s Dad Going To Live?

Does Dad need an alternative living arrangement?

WBZ NewsRadio 1030–06/14/2016

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Father’s Day: Eldercare

Sunday we celebrate good old dad and this is a good time to continue the series we started around Mother’s Day on helping the elders in our lives.

WBZ NewsRadio 1030–06/13/2016

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