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.

(Photo credit NOEL CELIS/AFP/Getty Images)

Key Retirement Birthdays: Age 70½

Congress and the IRS decided that you cannot leave your pre-tax retirement savings growing forever tax-deferred, so they chose 70½ for you to begin mandatory withdrawals.

WBZ NewsRadio 1030–01/29/2016

Social Security, Checks, Retirement

Key Retirement Birthdays: Age 65 – Social Security Mentality

Current thinking has 65 as the normal retirement age and that’s because at one time a worker could collect full Social Security benefits at age 65.

WBZ NewsRadio 1030–01/28/2016

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Key Retirement Birthdays: Almost 60

Almost 60 is technically 59½, the age you finally can get at those dollars you have been stashing away for years.

WBZ NewsRadio 1030–01/27/2016

401K, Retirement Plans

Key Retirement Birthdays: Double Digits 55

Age 55 seems to be a magical number. It’s the elusive goal for retiring early!

WBZ NewsRadio 1030–01/26/2016

(Image: iStockphoto)

Key Retirement Birthdays: Age 50

Many birthdays are key to successful retirement planning, but I thought I’d outline the ones that are key to retirement success.

WBZ NewsRadio 1030–01/25/2016


The Price Of Admission: 529 Plans

Saving for college should start when your little one is still in diapers! However, it is never too late to begin at any age.

WBZ NewsRadio 1030–01/22/2016

(credit: Sara D. Davis/Getty Images)

The Price Of Admission: The Hidden Costs Of College

Colleges post the cost of tuition, room and board and the miscellaneous fees but these are not the only expenses you will need to plan for.

WBZ NewsRadio 1030–01/21/2016

Tuition, Payment

The Price Of Admission: Who Should Pay For College?

Who should pay for college? I don’t have a definitive answer!

WBZ NewsRadio 1030–01/20/2016

(Credit: Thinkstock)

The Price Of Admission: Financial Aid

Financial Aid money comes from the Federal government, the states, colleges and private organizations and comes in different forms.

WBZ NewsRadio 1030–01/19/2016

Job Fair, College Job Fair

The Price Of Admission: Where To Get Help

Sunday the 31st is the Massachusetts College Goal Sunday. This is a program that provides free information and assistance to Massachusetts families applying for financial aid.

WBZ NewsRadio 1030–01/18/2016

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