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.

Taxes, 1040, Forms, Papers

Midyear Tax Planning: Where To Begin

July for most folks is all about sun and fun. But it is a good time to do some tax planning as well.

WBZ NewsRadio 1030–07/18/2016

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Saving More: The Big Ticket Items

These are items you can usually plan for; vacations, cars, TVs, appliances, furniture, computers or a college education, but you will have to look for deals.

WBZ NewsRadio 1030–07/15/2016

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Saving More: Staying Cool For Less

The experts advise setting the temperature at 78 degrees or higher when the house is occupied and at 85 degrees when no one’s home.

WBZ NewsRadio 1030–07/14/2016

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Saving More: Eating Out

According to the SunTrust survey on saving, 44% of the respondents blamed dining out and entertainment as their main reason for not being able to save.

WBZ NewsRadio 1030–07/13/2016

(Photo credit KAREN BLEIER/AFP/Getty Images)

Saving More: Groceries

Groceries are not a discretionary item in the budget. We have to buy food, but there is some flexibility.

WBZ NewsRadio 1030–07/12/2016

(Image credit: Oscar Siagian/AFP/Getty Images)

Saving More: Where To Start

We all want to save more money and we all love it when we get a really good deal but overall, saving money is hard.

WBZ NewsRadio 1030–07/11/2016

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Insurance Basics: Policies You Probably Don’t Need

Insurance is a financial tool that is used when you don’t have enough dollars in your emergency fund to cover the loss yourself.

WBZ NewsRadio 1030–07/08/2016

Long-Term Care, Rehab

Insurance Basics: Long Term Care

Have you thought about who will care for you in your old age?

WBZ NewsRadio 1030–07/07/2016

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Insurance Basics: Homeowners

Your home is the largest hard asset you own. You need to protect it with insurance.

WBZ NewsRadio 1030–07/06/2016

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Insurance Basics: Disability

It is disability insurance that will protect you and provide an income stream for you and your dependents if you are unable to work due to an accident or an illness.

WBZ NewsRadio 1030–07/05/2016

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