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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.

(Credit: WBZ-TV)

Marriage The Second Or Third Time Around

According to the Forest Institute of Professional Psychology, 67% of second marriages and 74% of third marriages end up in a courtroom.

WBZ NewsRadio 1030–08/21/2014

Parenting, School, Uniform, Mother, Child

Divorce And Kids

Children are the innocent bystanders in a divorce.

WBZ NewsRadio 1030–08/20/2014

Photo credit: Windsong Antiques

Dividing Assets Or Debt During Divorce

If there is money involved, people behave poorly! I have never met a non-warring couple when it comes to a divorce.

WBZ NewsRadio 1030–08/19/2014

Marriage, Annulment

Understanding Divorce

I’m not sure you should go into your marriage thinking you will be ending it, but you should do some planning.

WBZ NewsRadio 1030–08/18/2014

Elderly,

Long-Term Care Insurance

Should you run out and buy long-term care insurance when you turn 55? I don’t know!

WBZ NewsRadio 1030–08/15/2014

casket, flowers

Should You Prepay Your Funeral Costs?

If you are just 55 I am not sure it’s a good idea to pre-pay for something that may not occur for another 30 years.

WBZ NewsRadio 1030–08/14/2014

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Should The Kids Inherit It All?

Nobody wants to talk about the inevitable, but no one gets out of here alive.

WBZ NewsRadio 1030–08/13/2014

(Credit: iStock Image)

Where Are You Going To Live When You Retire?

If you are in the retirement planning stage now, the amount of money you’ve saved will dictate where you can live.

WBZ NewsRadio 1030–08/12/2014

Retirees, Senior Discounts

Have You Saved Enough For Retirement?

Before we begin our series this week on members of the Over the Hill Gang, we should establish just who is over the hill.

WBZ NewsRadio 1030–08/11/2014

The Elderly, Grandma, Elderly Woman, Mom, Daughter

What You Need To Know When You Are Somebody’s Adult Child

As the adult child you may someday have to reverse roles with your parents!

WBZ NewsRadio 1030–08/08/2014

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