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.


Snow Birds: Where Do You Want To Perch?

The real snowbirds, the Juncos, spend about 6 months north and 6 months south.

WBZ NewsRadio 1030–10/11/2016

(Photo credit PHILIPPE DESMAZES/AFP/GettyImages)

Snow Birds: Heading South

It happens every year around the beginning of October. The RVs are gassed up and heading south.

WBZ NewsRadio 1030–10/10/2016


Why Financial Planning: Step 5, Cover Your Assets

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

WBZ NewsRadio 1030–10/07/2016

(Credit: Thinkstock)

Why Financial Planning: Step 4, Financial Obstacles

Life is full of obstacles to your financial success; a stock market downturns, job loss, illness, disability, divorce, death, natural disaster, boomerang kids, elderly parents, etc.

WBZ NewsRadio 1030–10/06/2016

Financial Planners

Why Financial Planning: Step 3, Saving and Investing

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

WBZ NewsRadio 1030–10/05/2016

Money, Finances, Elders, Worksheet

Why Financial Planning: Step 2

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.

WBZ NewsRadio 1030–10/04/2016

Finances, Financial Planning, Goals

Why Financial Planning: Step 1, You Need a Plan

The financial choices in our lives are overwhelming and most households are not adequately prepared for retirement according to a survey by the Federal Reserve Board.

WBZ NewsRadio 1030–10/03/2016

Checks, Money, Payment, Loans

Women & Money: A Comfortable Retirement

When you start a new job do you ask about the retirement plan? Retirement planning should start with your first job but almost never happens, no matter how many times I suggest it.

WBZ NewsRadio 1030–09/30/2016

SS, Benefits, Medicare, Retirement

Women & Money: Social Security And Women

Social Security is synonymous with retirement income but it is much more.

WBZ NewsRadio 1030–09/29/2016

401K, 401k, Retirement Plans

Women & Money: The Retirement Income Gap

Congresswoman Carolyn Maloney says, “Lower pay throughout their working lives means that women contribute less to retirement plans, receive lower pensions and lower Social Security benefits. The result is that women have substantially less income than men in retirement and are much more likely to live in poverty as they grow older.”

WBZ NewsRadio 1030–09/28/2016

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