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.
The school year is about to start and it always feels more like the beginning of a new year than January first does.
Planning for a catastrophe means you will need to be organized. Set up a filing system.
No one gets out of this world alive, but we can plan to make it easier on those we leave behind.
Disability insurance covers the loss of income when you are out of work.
Insurance is a financial tool that allows us to protect the ones we love and the stuff we own from the catastrophes of life.
A fire drill is the practice of emergency procedures to be used in case of fire so I thought we needed to cover some financial fire drills based on life’s catastrophes.
According to the Census Bureau there are over 8 million couples living together and these are just the ones telling the Census Bureau about it.
According to Forest Institute of Professional Psychology, 67% of second marriages and 74% of third marriages end up in a courtroom.
Children are innocent bystanders in a divorce, so as the adult you need to take the lead and help them through this disruptive time.
With some divorces the couple is splitting up debt, with others there could be a sizable chunk of assets to divide.