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.

Corded Phone, Call

Federal Trade Commission Guidelines For Phone Scams

The Federal Trade Commission has some guidelines when dealing with a possible scammer on the phone.

WBZ NewsRadio 1030–10/28/2015

(Photo by Joe Raedle/Getty Images)

How To Recognize Scam Phone Calls

Our elderly are so vulnerable when it comes to phone scams. Hanging up is their best defense.

WBZ NewsRadio 1030–10/27/2015


Why Are Older Citizens Targeted For Scams?

Those over age 65 make up only an eighth of the U.S. population but according to AARP are a third of all scam victims.

WBZ NewsRadio 1030–10/26/2015

(WBZ-TV photo)

Retirement Plans At Work

Only 25% of the employers in the private sector offer a pension plan. And only 60% of employers currently offer retirement plans like a 404(k).

WBZ NewsRadio 1030–10/23/2015

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

Are You Saving Enough For Retirement?

According to a report released by Fidelity, which represents over 12 million U.S. workers, the average 401(k) balance at Fidelity is $91,800 as of July 1 this year.

WBZ NewsRadio 1030–10/22/2015

Workers, Employees, Technology Jobs, Computers

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 so they passed another law allowing catch-up contributions for anyone over age 50.

WBZ NewsRadio 1030–10/21/2015

(Photo by Chip Somodevilla/Getty Images)

Your Retirement Plan Limits

60% of employers offer employees some sort of retirement plan, but only about 50% of employees take advantage of these plans.

WBZ NewsRadio 1030–10/20/2015

(credit: iStockphoto)

It’s National Save For Retirement Week!

This is National Save for Retirement Week. It is a national effort to raise public awareness about the importance of saving for retirement.

WBZ NewsRadio 1030–10/19/2015

(Photo credit: Coldwell Banker)

Protecting Your Estate While Living In Two States

Being a snowbird like my Juncos, six months south and six months north, could be a great life style in retirement but one place will need to be your legal residence.

WBZ NewsRadio 1030–10/16/2015

(File Photo by Christopher Furlong/Getty Images)

Healthcare For Snowbirds

If you’ve reached the magic age of Medicare, you shouldn’t have any problems with doctors and health care facilities accepting your health insurance wherever you are in the U.S.

WBZ NewsRadio 1030–10/15/2015

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