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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.

(credit: CBS)

The Pot Holes Of Retirement

The pot holes of life have a way of messing up the best laid plans for a comfortable retirement.

WBZ NewsRadio 1030–06/19/2014

(credit: Thinkstock)

Retiring In The Tropics

Retiring to someplace exotic sounds wonderful, but Medicare does not travel with you if you leave the U.S.! What are some other issues?

WBZ NewsRadio 1030–06/18/2014

401K, Retirement Plans

Will There Be Enough Money In Retirement?

The more money you have saved the more options you will have in retirement.

WBZ NewsRadio 1030–06/17/2014

Flower Arrangements, horticulture

Consider A Retirement Dress Rehearsal

So before you start retirement for real, consider a dress rehearsal to see if you are really ready to retire.

WBZ NewsRadio 1030–06/16/2014

Elderly Man

All About Estate Planning

Estate Planning is an awkward subject to discuss for it involves someone dying.

WBZ NewsRadio 1030–06/13/2014

Long-Term Care, long term care

All About Long Term Care Insurance

Long-term care is a variety of services that includes medical and non-medical care to people who have a chronic illness or disability.

WBZ NewsRadio 1030–06/12/2014

Party house,

All About Reverse Mortgages

These mortgages are not for everyone. Ideal for a cash strapped elder who wants to stay in their home!

WBZ NewsRadio 1030–06/11/2014

(PATRICK PLEUL/AFP/Getty Images)

Alternative Living Arrangements For Dad

Do you think Dad is having trouble maintaining his home?

WBZ NewsRadio 1030–06/10/2014

Old Man, Eldercare, Elders

Taking Care Of Our Elders

Next Sunday is Father’s Day and this is a good time to continue the series we started around Mother’s Day on helping our elders.

WBZ NewsRadio 1030–06/09/2014

Dancing

Marriage, The Second Time Around

Love is grand and it’s wonderful at all ages.

WBZ NewsRadio 1030–06/06/2014

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