Money Matters

Financial Planner Dee Lee and WBZ NewsRadio’s Business Editor Anthony Silva provide listeners with tips on successful financial planning.
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Financial Planners

The Unofficial New Year: Hiring A Financial Planner

It usually takes a life event to push an individual into hiring a financial planner.

WBZ NewsRadio 1030–11 hours ago

File Image (Photo by Joe Raedle/Getty Images)

The Unofficial New Year: Your Credit Cards

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.

WBZ NewsRadio 1030–09/03/2015

Credit Report

The Unofficial New Year: What’s On Your Credit Report

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.

WBZ NewsRadio 1030–09/02/2015

(Credit: Thinkstock)

The Unofficial New Year: Review Your Retirement Plans

As you get close to retirement review what you have in your retirement plans.

WBZ NewsRadio 1030–09/01/2015


The Unofficial New Year: Resolutions

The school year is about to start and it always feels more like the beginning of a new year than January first does.

WBZ NewsRadio 1030–08/31/2015

Papers, Documents, Filing

Where’s The Important Stuff?

Planning for a catastrophe means you will need to be organized. Set up a filing system.

WBZ NewsRadio 1030–08/28/2015


Where There’s A Will There’s A Way!

No one gets out of this world alive, but we can plan to make it easier on those we leave behind.

WBZ NewsRadio 1030–08/27/2015

(Credit: Thinkstock)

Disability And Life Insurance

Disability insurance covers the loss of income when you are out of work.

WBZ NewsRadio 1030–08/26/2015

Flooded roads in Topsfield Wednesday morning (Photo credit Topsfield DPW)

All About Insurance

Insurance is a financial tool that allows us to protect the ones we love and the stuff we own from the catastrophes of life.

WBZ NewsRadio 1030–08/25/2015

(credit: NASA)

Handling Catastrophes

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.

WBZ NewsRadio 1030–08/24/2015