Dee 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.
I am on the fence on this one. I do like free a lot and with a good credit score you may be able to get both.
Closing unused credit cards accounts certainly will streamline your finances making them more manageable, but closing an account could lower your total credit line.
Banks love it when you opt into overdraft protection on your checking account or debit card.
Automatic bill paying is a great way to have your bills paid on time and it saves you time.
If you pay cash for everything you will never overspend or owe interest on anything you purchase, however you will also not build credit.
Besides trying to get your Medicare number, scammers may call about an overdue medical bill, asking for bank account information so they can process the payment. Best advice, hang up.
Almost everyone over 65 has Medicare as their primary insurance and your Medicare card uses your Social Security number for identification.
The Federal Trade Commission has some guidelines when dealing with a possible scammer on the phone.
Every year thousands of people lose money to scams, from a few dollars to their life savings.
According to the 2016 Identity Fraud Study, released by Javelin Strategy & Research, $15 billion was stolen from 13.1 million U.S. consumers in 2015.