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.
Almost every goal we have as a grownup has a financial component to it. A comfortable retirement or a college education for the kiddo requires investment in the stock market.
Begin by asking your friends, work associates and relatives if they use a financial planner. Move on to asking other professional advisors such as your attorney, accountant, or tax preparer.
Expecting a baby makes people view the world differently. The transition from couple to family requires a fresh assessment of all aspects of your life.
You are required by law to start minimum distributions by April 1 of the year after you turn 70½ but you may need to take your second distribution that year also.
Are you maximizing out your retirement plan at work such as your 401(k)? Money should go here first, especially if the company matches your contribution.
I thought we could spend this week answering questions from listeners. The questions are composites of the many questions we get here at WBZ radio.
Let’s see if we can get through the last 3 of the top financial resolutions from Fidelity.
We’re still working on Fidelity’s top 10 financial resolutions.
Folks often make big mistakes in the market by selling when the market is down and buying when it is high.
I would like to point out that almost every New Year’s resolution we make has a financial component to it.