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.

Financial Spring Cleaning: Insurance Policies

Often times we do the paper shuffle so frequently that we lose some of our important papers.

WBZ NewsRadio 1030–7 hours ago

Financial Spring Cleaning: What Can We Throw Away?

Many of us have the mindset that we need to save everything just in case we might need it someday.

WBZ NewsRadio 1030–03/22/2017

Financial Spring Cleaning: The Paper Shuffle

We all do it…you move that pile of paper from one place to the next and maybe back again when you need the dining room table.

WBZ NewsRadio 1030–03/21/2017

Financial Spring Cleaning: Organizing Your Stuff

Today is the first day of spring! What financial clutter do you have hanging around?

WBZ NewsRadio 1030–03/20/2017

Photo Credit: Mark Ashman/Disney Parks via Getty Images

Your Refund: Experiences Are Better Than Possessions

Our basic needs are shelter, clothing and food. I like to throw in retirement planning as well. If you have those covered consider spending your refund creating a memory.

WBZ NewsRadio 1030–03/17/2017

Your Refund: Invest That Refund In Your House!

Winter is almost over so look around the house. What repairs did you put off because of the winter weather or what happened because of the winter weather?

WBZ NewsRadio 1030–03/16/2017

401K, 401k, Retirement Plans

Your Refund: Invest In Your Retirement

Most young workers today put off retirement planning because the goal seems so far away.

WBZ NewsRadio 1030–03/15/2017

Your Refund: Credit Card Debt

A survey done by Capitol One found that 65% of taxpayers believe that the best way to approach spending the refund is to be “practical.”

WBZ NewsRadio 1030–03/14/2017

Refund Money, Taxes, Contributions

Tax Refunds: Should I Spend Or Should I Save

70% of taxpayers received tax refunds last year with an average payment of $2,860. That amounted to almost $125 billion dollars returned to taxpayers.

WBZ NewsRadio 1030–03/13/2017

National Consumer Protection Week: Identity Theft

If you believe you are a victim of identity theft, get your free credit report right away to ensure identity thieves have not opened additional accounts.

WBZ NewsRadio 1030–03/10/2017

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