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.

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Insurance is a financial tool that is used when you don’t have enough dollars in your emergency fund to cover the loss yourself. So what do you really need?

WBZ NewsRadio 1030–06/26/2015

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The Basics Of Long Term Care Insurance

Have you thought about who will care for you in your old age?

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The Basics Of Homeowners Insurance

Your home is the largest hard asset you own. You will need to protect it with insurance.

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The Basics Of Disability Insurance

It is disability insurance that will protect you and provide an income stream for you and your dependents if you are unable to work due to an accident or an illness.

WBZ NewsRadio 1030–06/23/2015

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The Basics Of Life Insurance

Life insurance is used primarily to cover the loss of your income stream for your dependents if you should die. There are many reasons to own life insurance.

WBZ NewsRadio 1030–06/22/2015

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Financial Goals For Retirees

If you haven’t saved enough for retirement you may find yourself coming up short.

WBZ NewsRadio 1030–06/20/2015

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Financial Goals For Single Parents With Children

Over 40% of first marriages end in divorce often times before their 10th anniversary.

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Life has kept you so busy you’ve had no time to think about the goals you made 17 years ago when your first child was born. So what do you do now?

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Financial Goals For Families With Newborns

Having a baby creates a family and makes us look at things differently.

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Financial Goals For Couples

Wanting a future together, a couple should be having the money talk before they marry or move in together.

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