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.

Corded Phone, Call

Federal Trade Commission Guidelines For Phone Scams

The Federal Trade Commission has some guidelines when dealing with a possible scammer on the phone.

WBZ NewsRadio 1030–10/28/2015

(Photo by Joe Raedle/Getty Images)

How To Recognize Scam Phone Calls

Our elderly are so vulnerable when it comes to phone scams. Hanging up is their best defense.

WBZ NewsRadio 1030–10/27/2015


Why Are Older Citizens Targeted For Scams?

Those over age 65 make up only an eighth of the U.S. population but according to AARP are a third of all scam victims.

WBZ NewsRadio 1030–10/26/2015

(WBZ-TV photo)

Retirement Plans At Work

Only 25% of the employers in the private sector offer a pension plan. And only 60% of employers currently offer retirement plans like a 404(k).

WBZ NewsRadio 1030–10/23/2015

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Are You Saving Enough For Retirement?

According to a report released by Fidelity, which represents over 12 million U.S. workers, the average 401(k) balance at Fidelity is $91,800 as of July 1 this year.

WBZ NewsRadio 1030–10/22/2015

Workers, Employees, Technology Jobs, Computers

The Over The Hill Bonus

Congress increased the amount workers could contribute to their retirement plans but then realized that older workers closer to retirement were in rough shape so they passed another law allowing catch-up contributions for anyone over age 50.

WBZ NewsRadio 1030–10/21/2015

(Photo by Chip Somodevilla/Getty Images)

Your Retirement Plan Limits

60% of employers offer employees some sort of retirement plan, but only about 50% of employees take advantage of these plans.

WBZ NewsRadio 1030–10/20/2015

(credit: iStockphoto)

It’s National Save For Retirement Week!

This is National Save for Retirement Week. It is a national effort to raise public awareness about the importance of saving for retirement.

WBZ NewsRadio 1030–10/19/2015

(Photo credit: Coldwell Banker)

Protecting Your Estate While Living In Two States

Being a snowbird like my Juncos, six months south and six months north, could be a great life style in retirement but one place will need to be your legal residence.

WBZ NewsRadio 1030–10/16/2015

(File Photo by Christopher Furlong/Getty Images)

Healthcare For Snowbirds

If you’ve reached the magic age of Medicare, you shouldn’t have any problems with doctors and health care facilities accepting your health insurance wherever you are in the U.S.

WBZ NewsRadio 1030–10/15/2015



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