Financial Planner Dee Lee and WBZ NewsRadio’s Business Editor Anthony Silva provide listeners with tips on successful financial planning.
Click here to sign up for the weekly Money Matters Newsletter.
It usually takes a life event to push an individual into hiring a financial planner.
Pare down the number of cards you have. Pay them off, stop using them, take them out of your wallet and then consider canceling them.
I’ll bet every time I have suggested that you get copies of your free credit reports you have made a mental note, but haven’t done it yet.
As you get close to retirement review what you have in your retirement plans.
The school year is about to start and it always feels more like the beginning of a new year than January first does.
Planning for a catastrophe means you will need to be organized. Set up a filing system.
No one gets out of this world alive, but we can plan to make it easier on those we leave behind.
Disability insurance covers the loss of income when you are out of work.
Insurance is a financial tool that allows us to protect the ones we love and the stuff we own from the catastrophes of life.
A fire drill is the practice of emergency procedures to be used in case of fire so I thought we needed to cover some financial fire drills based on life’s catastrophes.