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.


The Other New Year: Your Credit Report

I would bet that getting a copy of your free credit report has been on your to-do list for several years now but you just haven’t gotten around to doing it.

WBZ NewsRadio 1030–08/31/2016

401K, Retirement Plans

The Other New Year: Your Retirement Plans

As you get close to retirement review what you have in your retirement plans. Take inventory as to how many retirement plans you do have.

WBZ NewsRadio 1030–08/30/2016

Painting, Door, House

The Other New Year: Resolutions

I, for one, would like the official New Year to start September 1. September always feels like a new beginning as seasons are changing, the weather is changing, and so is our wardrobe.

WBZ NewsRadio 1030–08/29/2016

Papers, Folders

Catastrophe Protection: Where Is The Important Stuff?

Most of you think a catastrophe will never happen to you so why worry about it? I do know catastrophes happen, so why not plan for them!

WBZ NewsRadio 1030–08/26/2016

Wills, Estate Planning

Catastrophe Protection: Where There’s A Will There’s A Way!

No one gets out of this world alive, but we can plan to make it easier on those we leave behind.

WBZ NewsRadio 1030–08/25/2016

File Image (Photo credit JACEK TURCZYK/AFP/Getty Images)

Catastrophe Protection: Disability & Life Insurance

Your ability to earn an income is important for you and your dependents.

WBZ NewsRadio 1030–08/24/2016

Flooded roads in Topsfield Wednesday morning (Photo credit Topsfield DPW)

Catastrophe Protection: Insurance

Insurance is a financial tool that allows us to protect the ones we love and the stuff we own from the catastrophes of life.

WBZ NewsRadio 1030–08/23/2016

Hurricane Sandy off the east coast on October 29, 2012. (Photo by NASA via Getty Images)

Catastrophe Protection: Natural Disasters

Here in New England we are pretty smug about natural disasters. For the most part they do seem to happen elsewhere.

WBZ NewsRadio 1030–08/22/2016

(credit: Photo by Chip Somodevilla/Getty Images)

Breaking Up Is Hard To Do: Without The Ring!

According to the Census Bureau there are over 8 million couples living together and about one third of them are over 55.

WBZ NewsRadio 1030–08/19/2016

Elderly Vows

Breaking Up Is Hard To Do: Second Or Third Go Around

Sixty-seven percent of second marriages and 74% of third marriages end up in a courtroom. Those are not good odds.

WBZ NewsRadio 1030–08/18/2016



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