Money Matters

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.

401K, Retirement Plans

A Comfortable Retirement

Retirement planning should start with your first job, but that almost never happens.

WBZ NewsRadio 1030–10/02/2015

Women, Money, Benefits

Social Security And Women

Social Security is synonymous with retirement income but it is much more.

WBZ NewsRadio 1030–10/01/2015

Social Security, Checks, Retirement

The Retirement Income Gap

Yesterday we talked about the income gap, but more frightening to me is the retirement income gap that retirees face.

WBZ NewsRadio 1030–09/30/2015

jobs, chef, cooking, restaurant

The Pay Gap

After The Great Depression and during World War II many women needed to work to support their families. Companies found they could pay women less than the men.

WBZ NewsRadio 1030–09/29/2015


Bag Lady Syndrome

For many women their biggest fear is that they will be penniless and homeless in old age and not be able to afford food, shelter and medical care.

WBZ NewsRadio 1030–09/28/2015


The Importance Of Updating Beneficiary Designations

Beneficiary designations are unique in that upon your death the asset passes to the named individuals on the account and they will bypass any will or trust that may be in place.

WBZ NewsRadio 1030–09/25/2015

Checks, Money, Payment, Loans

Consequences Of Borrowing From Your Retirement Plan

Most 401(k) plans and some 403(b) and 457 plans allow the participant to borrow from their plan, but is it a good idea?

WBZ NewsRadio 1030–09/24/2015


Not Checking Your Credit Stats Regularly

BOSTON (CBS) – You should know your credit score and have reviewed your credit report at least annually. Why? One listener wrote to tell me about his car being totaled and he needed to buy […]

WBZ NewsRadio 1030–09/23/2015

Estate Planning

We Must Plan For Death

We all do some really dumb things when it comes to our money, and sometimes it’s what we don’t do.

WBZ NewsRadio 1030–09/22/2015

A protestor outside the company’s headquarters in Tewksbury August 4, 2014. (WBZ-TV)

Not Having An Emergency Fund

We’ll cover more dumb money moves this week!

WBZ NewsRadio 1030–09/21/2015