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

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 ( 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.

401K, 401k, Retirement Plans

National Save For Retirement Week: No Plans At Work

Many listeners have told me they’re not worried about retirement savings because they’ll have their Social Security benefit, but Social Security was never intended to be your only source of income in retirement.

WBZ NewsRadio 1030–10/21/2016

(Photo by Chip Somodevilla/Getty Images)

National Save For Retirement Week: Are You Saving Enough?

Probably not! Your retirement savings will play a very big role in retirement.

WBZ NewsRadio 1030–10/20/2016

(Photo credit ROMEO GACAD/AFP/Getty Images)

National Save For Retirement Week: Over The Hill Bonus

Congress increased the amount workers could contribute to their retirement plans but then realized that older workers closer to retirement were in rough shape.

WBZ NewsRadio 1030–10/19/2016

(credit: Photo by Joe Raedle/Newsmakers)

National Save For Retirement Week: Retirement Plan Limits

About 60% of employers offer employees some sort of retirement plan, but not all employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/18/2016

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

National Save For Retirement Week: Day One

This is National Save for Retirement Week. It is a national effort to raise public awareness about the importance of saving for retirement.

WBZ NewsRadio 1030–10/17/2016

(credit: Thinkstock)

Snowbirds: Protecting Your Estate While Living In Two States

Being a snowbird like my Juncos, six months south and six months north, could be a great life style in retirement but one place will need to be your legal residence.

WBZ NewsRadio 1030–10/14/2016


Snowbirds: Healthcare

If you’ve reached the magic age of Medicare, which is 65, you shouldn’t have any problems with doctors and healthcare facilities accepting your health insurance wherever you are in the U.S.

WBZ NewsRadio 1030–10/13/2016

Snowbirds, RVing, RVs

Snow Birds: Will Your House Have Wheels?

Do you have snowbird envy as you watch those RVs head south? Wondering how you would do on the open road?

WBZ NewsRadio 1030–10/12/2016


Snow Birds: Where Do You Want To Perch?

The real snowbirds, the Juncos, spend about 6 months north and 6 months south.

WBZ NewsRadio 1030–10/11/2016

(Photo credit PHILIPPE DESMAZES/AFP/GettyImages)

Snow Birds: Heading South

It happens every year around the beginning of October. The RVs are gassed up and heading south.

WBZ NewsRadio 1030–10/10/2016



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