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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.

Mother’s Day: Protecting Mom From The Bad Guys

A third of scam victims are folks over 65 according to the AARP but they make up only 1/8th of the population.

WBZ NewsRadio 1030–05/12/2017

Papers

Mother’s Day: Insurance

Reviewing the insurance policies for mom will take some time but will be well worth it.

WBZ NewsRadio 1030–05/11/2017

Money, Finances, Elders, Worksheet

Mother’s Day: Will Mom Run Out Of Money?

Asking mom about her money and how much she has may be a tricky conversation. She may think you are after her money!

WBZ NewsRadio 1030–05/10/2017

Craigslist Killing Case

Mother’s Day: The CRS Syndrome

The CRS Syndrome does exist. This disease begins around age 40 and it gets worse with age.

WBZ NewsRadio 1030–05/09/2017

Mother, Family, Daughter, Talking

Mother’s Day: Your Mom

I would like to spend this week talking about moms and the care we may have to someday provide for our moms as they age.

WBZ NewsRadio 1030–05/08/2017

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

IRAs: Getting At Your Money

It is your money in that IRA. And you can get at it. But you may have to pay a penalty to get at it if you are under 59½.

WBZ NewsRadio 1030–05/05/2017

IRAs: Roth IRAs

The Roth IRA is my favorite of the IRAs. You use after-tax dollars to make your contribution but when you withdraw the funds in retirement, you will not owe income tax on the withdrawals .

WBZ NewsRadio 1030–05/04/2017

Spouse, Working Spouse, At-home-mom

IRAs: Spousal IRAs

A Spousal IRA is used for an unemployed or underemployed spouse.

WBZ NewsRadio 1030–05/03/2017

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

IRAs: Rollover IRAs

A Rollover IRA allows you to receive distributions from qualified retirement plans such as your 401(k), 403(b), 457. You “roll” the money from one qualified account into another.

WBZ NewsRadio 1030–05/02/2017

Retirement Plan, IRA, 401K, 401k

IRAs: The Traditional IRA

Workers do not know enough about retirement plans. One of the easiest plans to use is an IRA, an Individual Retirement Arrangement.

WBZ NewsRadio 1030–05/01/2017

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