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.

(Photo by Chip Somodevilla/Getty Images)

All About Rollover IRAs

A Rollover IRA allows you to receive distributions from qualified retirement plans such as your 401(k), 403(b), 457.

WBZ NewsRadio 1030–05/17/2016

401K, Retirement Plans

All About Traditional IRAs

IRAs were introduced in 1974 and were designed to help individuals not covered by retirement plans at work and to give individuals changing jobs the ability to rollover retirement assets and retain the tax deferred status.

WBZ NewsRadio 1030–05/16/2016

Flooding near Paradise Citgo in Swampscott. (Photo courtesy: Gus Moussa)

Small Businesses: Disaster Planning

Most small businesses, especially ones run from home, have not given enough thought to planning for disasters, natural or man made.

WBZ NewsRadio 1030–05/13/2016

401K, Retirement Plans

Small Businesses: Retirement Plans

If you are smart enough to start your own business, you should be smart enough to start a retirement plan as well!

WBZ NewsRadio 1030–05/12/2016

(Photo credit FREDERIC J. BROWN/AFP/Getty Images)

Small Businesses: Section 179 Deductions

Normally if you purchase capital equipment for your business you don’t get to expense the total cost of the equipment the year you buy it, but Congress wrote an exception into the tax code.

WBZ NewsRadio 1030–05/11/2016

(Credit: Thinkstock)

Small Businesses: Schedule C – Your Tax Deductions

There are many tax deductions for the self-employed and to learn more get yourself a good CPA for your team of advisors.

WBZ NewsRadio 1030–05/10/2016

Photo Credit Thinkstock

Small Businesses: Getting Started

Small Businesses are defined as having less than 500 employees and according to the SBA

WBZ NewsRadio 1030–05/09/2016


Beware Of Scammers

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

WBZ NewsRadio 1030–05/06/2016


Is There Enough Insurance For Mom?

Look for all of the insurance policies and review them to be sure you have the current policy and the premiums are paid.

WBZ NewsRadio 1030–05/05/2016

Mother, Family, Daughter, Talking

Is There Enough Money For Mom?

Women outlive men on an average of five or more years and often as widow a woman’s standard of living changes.

WBZ NewsRadio 1030–05/04/2016



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