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

Father’s Day: Estate Planning

Money & Estate Planning are awkward subjects to discuss for it involves someone dying!

WBZ NewsRadio 1030–06/17/2016

Elders, Wheelchair, Housing

Father’s Day: Long Term Care Insurance

Most long-term care is to assist people with support services for activities of daily living such as dressing, bathing, and using the bathroom.

WBZ NewsRadio 1030–06/16/2016

Nicholas Rovinski's Warwick, RI home (WBZ-TV)

Father’s Day: Reverse Mortgages

Reverse mortgages have been around since 1990 and they are getting better.

WBZ NewsRadio 1030–06/15/2016

Boomers, Gen X, Gen Y, Gen Z

Father’s Day: Where’s Dad Going To Live?

Does Dad need an alternative living arrangement?

WBZ NewsRadio 1030–06/14/2016

Old Man, Eldercare, Elders

Father’s Day: Eldercare

Sunday we celebrate good old dad and this is a good time to continue the series we started around Mother’s Day on helping the elders in our lives.

WBZ NewsRadio 1030–06/13/2016

Dancing

Couples & Money: The Second Or Third Time Around

There are stages in our lives where it may not make fiscal sense to tie the knot formally.

WBZ NewsRadio 1030–06/10/2016

(credit: Thinkstock)

Couples & Money: Co-Habitation

Living together is definitely the new norm.

WBZ NewsRadio 1030–06/09/2016

wedding, marriage, couples

Couples & Money: Ours? His? Hers?

The average age of a couple getting married today is older, so that may mean merging two households.

WBZ NewsRadio 1030–06/08/2016

(Photo courtesy Kim Tunnicliffe)

Couples & Money: Tying The Knot Cheaply

Definitely the cheapest way to get married is to elope and find a justice of the peace.

WBZ NewsRadio 1030–06/07/2016

Wedding Reception (credit: Randy Yagi)

Couples & Money: Tying The Knot

All this week we are going to be talking about couples & money and today, tying the knot.

WBZ NewsRadio 1030–06/06/2016

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