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.

Holiday Gifting: A Tight Budget

Christmas can happen even on a tight budget. If you don’t have much money to spend then you will need to spend your time.

11/16/2017

Holiday Gifting: How To Save

Can you really save on Christmas spending? Start by eliminating some folks from your list.

11/15/2017

Holiday Gifting: The Nice List

I am always surprised at how many folks are already done with their Christmas shopping. So this is for the rest of us.

11/14/2017

Holiday Gifting: Budgeting

It always surprises me when I first see the Christmas displays in October. I think they come out earlier each year.

11/13/2017

Estate Planning

Everyone Needs A Financial Plan: Step 5 – Protecting People & Assets

Step 5 is the CYA part of your financial plan. Cover Your Assets!

11/10/2017

Dow Jones industrial average, investments, bonds, New York Stock Exchange

Everyone Needs A Financial Plan: Step 4 – Managing Life’s Obstacles

Life is full of obstacles to your financial success, but having a financial plan, proper insurance, and some savings for an emergency will help you manage anything that life throws at you.

11/09/2017

Everyone Needs A Financial Plan: Step 3 – Saving & Investing

Step 3 of your financial plan is saving and investing to reach your goals.

11/08/2017

Money, Finances, Elders, Worksheet

Everyone Needs A Financial Plan: Step 2 – What Have You Got?

You will need to generate a net worth statement to figure out what you got and then do a cash flow to figure how and where you are spending your money.

11/07/2017

Everyone Needs A Financial Plan: Step 1 – Setting Goals

According to a Nerdwallet.com survey, 71% of Americans expressed regrets about their ability to manage money.

11/06/2017

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Paying For College: 529 Plans

College is expensive. And many wonder if it is worth the cost.

11/03/2017

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