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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.

Estate Planning

Protecting Your Assets

You’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them!

WBZ NewsRadio 1030–10/10/2014

Photo Credit: Thinkstock.com

The Financial Obstacles Along The Way

Life is full of obstacles! A stock market downturn, a job loss, illness, a disability, divorce, a boomerang kid, even elderly parents needing financial help.

WBZ NewsRadio 1030–10/09/2014

Photo Credit Thinkstock

Saving And Investing To Reach Your Goals

Knowing when you want to reach your goals is your time horizon and that should dictate what you invest in and how much risk you take.

WBZ NewsRadio 1030–10/08/2014

Money, Finances, Elders, Worksheet

What Have You Got Financially?

A net worth is a snap shot of where you are financially at a given moment in time. It is a list of your assets and your liabilities.

WBZ NewsRadio 1030–10/07/2014

(Credit: Thinkstock)

Everyone Needs A Financial Plan

The financial choices in our lives are overwhelming. It’s become a lot more complicated and involves a lot more planning than it used to.

WBZ NewsRadio 1030–10/06/2014

Money Roll

How To Achieve A Comfortable Retirement

This rarely happens, but retirement planning should start with your first job.

WBZ NewsRadio 1030–10/03/2014

(Photo courtesy: U.S. Social Security Administration)

Social Security And Women

Social Security is synonymous with retirement income, but it is much more.

WBZ NewsRadio 1030–10/02/2014

Women, Money, Benefits

The Retirement Income Gap

The retirement income gap is currently 44 cents for women for every $1 that men will collect and it’s been well reported that more women than men will encounter financial hardship during retirement.

WBZ NewsRadio 1030–10/01/2014

(Credit: Thinkstock)

The Workforce Pay Gap

Although better educated than their mothers and grandmothers, today’s women are still not earning as much as men.

WBZ NewsRadio 1030–09/30/2014

Bag Lady, Hunger

Bag Lady Syndrome

For many women their biggest fear is that they will be penniless and homeless in their old age and unable to afford food, shelter, and medical care.

WBZ NewsRadio 1030–09/29/2014

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