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.
Many birthdays are key to successful retirement planning…and as these birthdays creep up, you need to do some planning.
College savings plans can now be set up so that the money is invested in mutual funds and grows tax deferred.
When you begin to plan for the college experience there are some costs most parents of freshmen are surprised by.
The student is going to benefit so should they foot the bill?
The first step in finding financial aid is to meet with the guidance counselor and see what recommendations they have.
Next Sunday, the 26th, is the Massachusetts College Goal Sunday. This is a program that provides free information and assistance to Massachusetts families applying for financial aid.
Mutual fund companies send out annual statements the end of January. Find them and take the time to review them.
The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
You will want to learn how to compare your mutual fund to a standard so you can tell how well your fund is doing compared to other similar mutual funds.
There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.