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.

Preparing For Retirement: Healthcare Costs

Fidelity has been tracking this cost since 2002 and estimates the average 65-year old couple retiring in 2016 will spend $260,000 to pay for out-of-pocket health care expenses over the course of retirement.

WBZ NewsRadio 1030–03/31/2017

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

Preparing For Retirement: Retirement Withdrawals

As a rule of thumb, Fidelity suggests limiting portfolio withdrawals to no more than 4-5% of your initial retirement assets, adjusted each year for inflation over the course of your retirement horizon.

WBZ NewsRadio 1030–03/30/2017

Preparing For Retirement: Social Security Benefits

Social Security is a key part of retirement income for most Americans.

WBZ NewsRadio 1030–03/29/2017

Preparing For Retirement: Thoughts About The Market

The Fidelity survey revealed that the majority of folks are unaware that the market has enjoyed a positive annual return 30 out of the past 35 year years.

WBZ NewsRadio 1030–03/28/2017

Preparing For Retirement: What Do You Know?

Fidelity released the results of its first ever Retirement IQ Survey last week and found that many Americans find the subject of retirement planning to be a daunting prospect.

WBZ NewsRadio 1030–03/27/2017

Papers, Folders

Financial Spring Cleaning: Estate Planning

Estate planning is next on our spring cleaning list.

WBZ NewsRadio 1030–03/24/2017

Financial Spring Cleaning: Insurance Policies

Often times we do the paper shuffle so frequently that we lose some of our important papers.

WBZ NewsRadio 1030–03/23/2017

Financial Spring Cleaning: What Can We Throw Away?

Many of us have the mindset that we need to save everything just in case we might need it someday.

WBZ NewsRadio 1030–03/22/2017

Financial Spring Cleaning: The Paper Shuffle

We all do it…you move that pile of paper from one place to the next and maybe back again when you need the dining room table.

WBZ NewsRadio 1030–03/21/2017

Financial Spring Cleaning: Organizing Your Stuff

Today is the first day of spring! What financial clutter do you have hanging around?

WBZ NewsRadio 1030–03/20/2017

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