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.

Credit Report

Credit: Your Credit Reports

Credit reports are used by creditors, potential employers, landlords and insurance companies to judge your ability to be a good credit risk.

WBZ NewsRadio 1030–04/19/2016

American Express, Payment

Credit: Your Debt

The latest Federal Reserve numbers from February has revolving consumer debt at $941 billion dollars. As a nation we are using our credit a lot!

WBZ NewsRadio 1030–04/18/2016

(Photo courtesy: U.S. Social Security Administration)

Financial Planning By The Decades: When You Are 60

For most folks, your goal by age 60 is to have a comfortable retirement. Now you need to figure out when to retire.

WBZ NewsRadio 1030–04/15/2016

(credit: Peter Macdiarmid/Getty Images)

Financial Planning By The Decades: When You Are 50

Your 50s. These are typically your prime earning years, as well as the decade when retirement begins to come within view, and it’s perhaps your last opportunity to set your finances in order.

WBZ NewsRadio 1030–04/14/2016

Tuition, Payment

Financial Planning By The Decades: When You Are 40

Your 40s is the decade when everything is on the line, from houses and cars to insurance, retirement, college funding, and the impending mid-life crisis.

WBZ NewsRadio 1030–04/13/2016

(Photo by Joe Raedle/Getty Images)

Financial Planning By The Decades: When You Are 30

According to author Peter Dunn, your thirties is the decade when you begin to put down roots, deepen your relationships, and establish your lifestyle.

WBZ NewsRadio 1030–04/12/2016

(Credit: Thinkstock)

Financial Planning By The Decades: When You Are 20

Let’s start with millennials, these are the Americans born between 1980 and 2000.

WBZ NewsRadio 1030–04/11/2016


Boomers: The Pot Holes In Retirement Planning

These pot holes have a way of messing up the best laid plans of the retiree.

WBZ NewsRadio 1030–04/08/2016

(credit: iStockphoto)

Boomers: Checking Out Early

I found that early retirement for most people was age 55. For firefighters and police it could be even earlier.

WBZ NewsRadio 1030–04/07/2016

(credit: Photo by Jasper Juinen/Getty Images)

Boomers: The When, The What & The Where

Boomers should be thinking about three things: When are you going to retire? What are you going to do when you retire? Where are you going to retire?

WBZ NewsRadio 1030–04/06/2016



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