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Money Matters

Financial Planner Dee Lee and WBZ NewsRadio’s Business Editor Jeff Brown provide listeners with tips on successful financial planning. Click here to sign up for the weekly Money Matters Newsletter.

South Shore Plaza drew a crowd of shoppers early Friday morning. (WBZ-TV)

Making The Holidays Happen: The Best Deals

Some folks believe that the longer you wait to go Christmas shopping the sweeter the deals. And at one time I did think they were correct.

WBZ NewsRadio 1030–12/09/2016


Making The Holidays Happen: Do Some Good By Giving

Last Tuesday was Giving Tuesday. If you missed it, you were not alone.

WBZ NewsRadio 1030–12/08/2016

File Image (credit: KIM JAE-HWAN/AFP/Getty Images)

Making The Holidays Happen: Holiday Scams

Scammers are very aware that so many of us are frazzled this time of year and we let our guard down.

WBZ NewsRadio 1030–12/07/2016

(File Photo by DENIS CHARLET/AFP/Getty Images)

Making The Holidays Happen: So What’s In Your Wallet?

Sadly we need to remind you to protect what’s in your wallet. You need to protect your numbers!

WBZ NewsRadio 1030–12/06/2016


Making The Holidays Happen: Short Of Cash

Christmas and Hanukkah will be here in weeks and I am just beginning to think about gifts.

WBZ NewsRadio 1030–12/05/2016

(Photo by Tim Boyle/Getty Images)

Tax Planning: Giving It Away

BOSTON (CBS) – More to lower your tax bill: You can only deduct contributions you give to qualified charities. Use the IRS Select Check tool to see if the group you give to is qualified. […]

WBZ NewsRadio 1030–12/02/2016

Salvation Army

Tax Planning: Last Minute Stuff

Every year around the third week of December Congress decides to tweak the tax code, and I would suggest that you watch for changes thru 2017.

WBZ NewsRadio 1030–12/01/2016


Tax Planning: What Is On Your Tax Return?

Review your tax situation now so you have some idea what tax bracket you will fall into this year and decide whether you want to do the long 1040 or the simpler and shorter form 1040EZ.

WBZ NewsRadio 1030–11/30/2016

Small Business Tax Tips, Tax Help, Tax Tips, Small Business

Tax Planning: The Self-Employed

If you are self-employed your Schedule C is very important. There are some tax breaks worthy of spending some time on.

WBZ NewsRadio 1030–11/29/2016

(credit: iStockphoto)

Tax Planning: Flexible Spending Accounts

If you are willing to spend some time, I can guarantee you some savings when you file your taxes next year.

WBZ NewsRadio 1030–11/28/2016

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