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 Roles: What You Need To Know When You’re Somebody’s Parent

Parenting is a very tough job. Just watch the angst of the parents of the dancers during a recital or kids playing in a soccer tournament.

WBZ NewsRadio 1030–18 hours ago

Financial Roles: What You Need To Know When You’re Somebody’s Widow

If you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.

WBZ NewsRadio 1030–08/16/2017

Marriage, Annulment

Financial Roles: What You Need To Know When You’re Somebody’s Ex-Spouse

No one plans to be an ex-spouse. Not even Donald Trump. But he does plan as if his marriages won’t last.

WBZ NewsRadio 1030–08/15/2017

Financial Roles: What You Need To Know When You’re Somebody’s Spouse

This week’s series comes from one of my books, Money. The final chapters of the book are all about the different financial roles we take on in life.

WBZ NewsRadio 1030–08/14/2017

Over The Hill: Downsizing?

The real estate market has been busy this year. And if you sold your house this spring or have it on the market you may get a tax break when you sell your home.

WBZ NewsRadio 1030–08/11/2017

Over The Hill: Where There Is A Will There Is Way!

According to AARP, most adults do not have will, but about 60% percent of Boomers (ages 53-71) have estate-planning documents.

WBZ NewsRadio 1030–08/10/2017

Long-Term Care, long term care

Over The Hill: Long Term Care Insurance

At 55, do you need Long Term Care Insurance? I don’t know! I do know that only about 4% of our elders do reside in a nursing home.

WBZ NewsRadio 1030–08/09/2017

Somerville, I-Team

Over The Hill: Housing

Where are you going to live when you retire?

WBZ NewsRadio 1030–08/08/2017

Over The Hill: Do You Have Enough Money To Retire?

Experts consider you Over the Hill if you are past your physical prime. Could be as early as your 20s, but in Tom Brady’s case it may be in his 40s.

WBZ NewsRadio 1030–08/07/2017

99 Great Ways To Save From AARP: $201 & Up

Now for some really big savings according to AARP.

WBZ NewsRadio 1030–08/04/2017

More From CBS Boston

Summer of Savings
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