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.

Magic Castle, Magic Kingdom

Create Memories With That Tax Refund

Experiences are more important than owning a closet full of things.

WBZ NewsRadio 1030–03/13/2015

Building, Home Owners

Invest That Tax Refund In Your House

Add value to your home and enhance your lifestyle at the same time by investing your refund in your home.

WBZ NewsRadio 1030–03/12/2015

401K, Retirement Plans

Invest In Your Retirement With That Tax Refund

Consider taking that refund and investing it in your future.

WBZ NewsRadio 1030–03/11/2015

online shopping, payments

Use Your Tax Refund To Pay Down Credit Cards

I know there is nothing exciting about this suggestion, but I do know that getting out of credit card debt is a very good thing!

WBZ NewsRadio 1030–03/10/2015

Taxes, IRS, Tax Return

Your Tax Refund

A refund is not a windfall! Too many treat it as such. It is a return of your money.

WBZ NewsRadio 1030–03/09/2015

(WBZ-TV)

More Scams To Be Aware Of

Answer your phone, open your e-mails and the scams find you!

WBZ NewsRadio 1030–03/06/2015

Spam, Gmail, Hoax, Junk Mail, Computer

How To Spot Suspicious Emails

Here are some ways to spot a malicious email just in case your spam filter doesn’t catch it.

WBZ NewsRadio 1030–03/05/2015

Veterans charity

More Ways To Protect Yourself From Fraud

Attorney General Healey’s office has joined the battle to protect against fraud and will be holding informational meetings around the state all week.

WBZ NewsRadio 1030–03/04/2015

Photo Credit: Thinkstock.com

How To Avoid Fraud

If you think you’ve found a good deal but you aren’t familiar with the company, check it out online using search words like “review,” “complaint,” or “scam.”

WBZ NewsRadio 1030–03/03/2015

Scams, Internet

It’s National Consumer Protection Week!

This is the beginning of National Consumers Protection Week, a national campaign to help consumers make better-informed decisions and avoid being scammed.

WBZ NewsRadio 1030–03/02/2015

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