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.

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

National Retirement Security Week: Are You Saving Enough?

According to a report released by Fidelity, which represents over 15 million U.S. workers, the average 401(k) balance at Fidelity was around $98,000 as of July 1 this year.


Retirees, Senior Discounts

National Retirement Security Week: The Magic Of 50

If you turned 50 this year there are a couple of bonuses; first you can join AARP and the second is you can contribute more dollars to your retirement plan.


401k, Retirement Plan, IRA, 401k, 401k

National Retirement Security Week: Retirement Plan Limits

Among large employers, 92% offer a retirement savings plan, but the number drops to 72% for employers with fewer than 100 workers, but not all employees take advantage of the plans offered.


File photo of a person holding money. (Photo by JUAN BARRETO/AFP/Getty Images)

National Retirement Security Week: Day One

This is National Retirement Security Week. Its goal is to raise public awareness about the importance of saving for retirement.


Air Travel (credit: Randy Yagi)

Snow Birds: 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. Basically, where are you from?


Snow Birds: Healthcare

If you’ve reached the magic age of Medicare, which is 65, you shouldn’t have any problems with doctors and health care facilities accepting your health insurance wherever you are in the U.S.


Snowbirds, RVing, RVs

Snow Birds: Will Your House Have Wheels?

Snowbird envy happens to a lot of us as we watch those RVs head south. We wonder about all of the adventures and life on the open road.


Snowbirds, Junco

Snow Birds: One Month Or Six?

The real snow birds, the Juncos, spend about 6 months north and 6 months south. But south to them is Massachusetts!


Snow Birds: Migration Begins

Talking about the snow birds is one of my favorite segments.


Even More Money Mistakes: Buying Expensive Stuff That Depreciates

A depreciating asset is one that loses values as soon as it leaves the showroom.