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.

September Brings A New Beginning: Managing Your Credit Better

Managing money ranks in the top three when it comes to making resolutions.

WBZ NewsRadio 1030–09/07/2017

September Brings A New Beginning: Your Credit Resolutions

I would bet that getting a copy of your free credit report has been on your to-do list for several years now but you just haven’t gotten around to doing it.

WBZ NewsRadio 1030–09/06/2017

401k, Retirement Plan, IRA, 401k, 401k

September Brings A New Beginning: Retirement Plans Resolutions

At least once a year you should do a retirement plan review.

WBZ NewsRadio 1030–09/05/2017

September Brings A New Beginning: Last Year’s Resolutions

Where did our summer go? Today is the unofficial end of summer!

WBZ NewsRadio 1030–09/04/2017

Taxes, 1040, Forms, Papers

Breaking Up Is Hard To Do: Don’t Forget The Taxes!

If you are divorcing or recently divorced, taxes may be the last thing on your mind.

WBZ NewsRadio 1030–09/01/2017

Breaking Up Is Hard To Do: Second Or Third Go Around

Sixty-seven percent of second marriages and 74% of third marriages end up in a courtroom. Those are not good odds.

WBZ NewsRadio 1030–08/31/2017

Breaking Up Is Hard To Do: Taking Care Of The Kids

Children are the innocent bystanders in a divorce. So here is where a couple should be spending their time, energy and money.

WBZ NewsRadio 1030–08/30/2017

Breaking Up Is Hard To Do: Are You Splitting Assets Or Debt?

Any time there is money involved people behave poorly! I have never met a non-warring couple when it comes to a divorce.

WBZ NewsRadio 1030–08/29/2017

Marriage, Annulment

Breaking Up Is Hard To Do: Understanding Divorce

Divorce is a legal and financial process. And because it usually involves two angry people, it can be an extremely volatile process.

WBZ NewsRadio 1030–08/28/2017

Catastrophe Planning: Where Is The Important Stuff?

Most folks think a catastrophe will never happen to them so why worry about it.

WBZ NewsRadio 1030–08/25/2017

previous

next

More From CBS Boston

Opioid Crisis
Download Our App
Download Weather App

Watch & Listen LIVE