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.

Tax Preparers, Tax Prep

Tax Tips From The IRS: Choose Your Tax Preparer Wisely

No matter who prepares your return you are responsible for the information on your income tax return.

WBZ NewsRadio 1030–02/24/2017

Tax Tips From The IRS: Should You Itemize Or Use Standard Deduction

Most people claim the standard deduction when they file their federal tax return because it’s easier and requires less effort, but you may be able to lower your tax bill if you itemize.

WBZ NewsRadio 1030–02/23/2017

Income Taxes, 1040, Tax Scams

Tax Tips From The IRS: Do You Need To File A 2016 Tax Return?

Not everyone is required to file a tax return. Most people file a tax return because they have to.

WBZ NewsRadio 1030–02/22/2017

Tax Tips From The IRS: Taxable And Non-Taxable Income

All income is considered taxable unless a law specifically says it isn’t.

WBZ NewsRadio 1030–02/21/2017

Corded Phone, Call

Tax Tips From The IRS: IRS Scam Calls And Emails

The most common IRS scams are phone calls and emails from thieves who pretend to be from the IRS.

WBZ NewsRadio 1030–02/20/2017

Mutual Funds: Your Statement

Mutual fund companies send out annual statements the end of January. In addition, you should have received your 4th quarter report for 2016.

WBZ NewsRadio 1030–02/17/2017

New York Stock Exchange, Stocks, Bonds, Dividends, Wall Street

Mutual Funds: When To Sell

So when do you sell your mutual fund? The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.

WBZ NewsRadio 1030–02/16/2017

Dow Jones industrial average, investments, bonds, New York Stock Exchange

Mutual Funds: Benchmarks

A benchmark is a standard used for comparison. You will want to learn how to compare your mutual fund to a benchmark so you can tell how well your fund is doing.

WBZ NewsRadio 1030–02/15/2017

Mutual Funds: Most Of Us Have A Portfolio

There are over 9,000 mutual funds and ETFs in the U.S. to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–02/14/2017

Valentine’s Day: Last Minute Advice

Valentine’s Day is tomorrow! And if you are thinking of taking your sweetie out to dinner it may already be too late to make a reservation.

WBZ NewsRadio 1030–02/13/2017

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