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.

401K, Retirement Plans

Simple Rules Of Saving For Retirement

Focus on saving for retirement…pay down debt but don’t wait to save for retirement.

WBZ NewsRadio 1030–04/01/2016

Cars, Maintenance, Filters

Simple Rules Of Saving On Cars

All this week we’re covering simple finance rules from The Simple Dollar and today it’s about our cars.

WBZ NewsRadio 1030–03/31/2016

Checks, Money, Payment, Loans

Simple Rules Of Goal Setting

Set big goals and keep reminding yourself of them.

WBZ NewsRadio 1030–03/30/2016

(credit: Peter Macdiarmid/Getty Images)

Simple Rules To Eliminate High-Interest Debt

All this week we are going to cover some of the simple finance rules from The Simple Dollar that lead to personal success.

WBZ NewsRadio 1030–03/29/2016

Savings, Funds, Money

Simple Rules Of Personal Finance

Last year I found a website, The Simple Dollar, which is all about keeping financial stuff as simple as you can. I am sharing excerpts this week.

WBZ NewsRadio 1030–03/28/2016

Estate Planning

Spring Cleaning: Estate Planning

Estate Planning should be updated every time there is a major life event such as a marriage, birth, death, divorce.

WBZ NewsRadio 1030–03/25/2016


Spring Cleaning: Those Insurance Policies

I have learned over the years that it is often your insurance papers that we tend to misplace or worse, toss.

WBZ NewsRadio 1030–03/24/2016

Garbage Can, Paper, Bin

Spring Cleaning: What Can We Throw Away?

Many of us have the mindset that we need to save everything just in case we might need it someday.

WBZ NewsRadio 1030–03/23/2016

Files, Paperwork, Filing

Spring Cleaning: The Paper Shuffle

You know the routine here, you move your stuff from one place to the next and maybe back again when you need the dining room table….it’s the paper shuffle.

WBZ NewsRadio 1030–03/22/2016

Papers, Documents, Filing

Spring Cleaning: Organizing Your Stuff

When the spring weather arrives so does our desire for cleaning up that winter clutter…but what about our financial clutter?

WBZ NewsRadio 1030–03/21/2016



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