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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Social Security, Checks, Retirement

Retirement Plans At Work

More and more employers are eliminating their pension plans and only 60% of employers currently offer retirement plans.

WBZ NewsRadio 1030–10/24/2014

Savings

Are You Saving Enough?

The average 401(k) balance came in at $88,600 at the end of the second quarter of this year according to a report released by Fidelity, which represents 12.4 million U.S. workers. Younger workers had saved less and older workers more.

WBZ NewsRadio 1030–10/23/2014

Checks, Money, Payment, Loans

The Over The Hill Bonus

Congress increased the amount workers could contribute to their retirement plans but then realized that older workers closer to retirement were in rough shape.

WBZ NewsRadio 1030–10/22/2014

401K, Retirement Plans

Retirement Plan Limits

Let’s start with the employer plans, 60% of employers offer some sort of retirement plan, but only about 50% of employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/21/2014

Workers, Employees, Technology Jobs, Computers

It’s National Save for Retirement Week!

I know we have weeks dedicated to so many different things. Did you know we have a donut week? So we should have a Save for Retirement week!

WBZ NewsRadio 1030–10/20/2014

Babe Ruth's Sudbury Home

Protecting Your Estate While Living In Two States

Being a Snowbird could be a great lifestyle in retirement but one place will need to be your legal residence and it’s the laws of that state which will dictate your estate planning.

WBZ NewsRadio 1030–10/17/2014

Medical Care, Physician, Exam, Healthcare

Snowbird Healthcare

If you have retired early and to save money you got the least expensive HMO you could find it might not cover routine procedures if you are out of state.

WBZ NewsRadio 1030–10/16/2014

RVs, Recreational Vehicle

Living In A House With Wheels

If you think you might like the RV life style do some homework before you make a down payment on an RV.

WBZ NewsRadio 1030–10/15/2014

Snowbirds

Where Do You Want To Roost?

“Let’s go someplace warm this winter” is heard in many conversations. You want some place warm to avoid the winter cold and snow.

WBZ NewsRadio 1030–10/14/2014

Snowbirds, RVing, RVs

The Snow Bird Migration

When it’s snowing and blowing with temperatures hovering around 30 degrees in New England the snowbirds want to be somewhere where it’s sunny and a pleasant 75 degrees.

WBZ NewsRadio 1030–10/13/2014

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