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.

(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

Snowbirds, RVing, RVs

Will Your House Have Wheels?

If you think you might like the RV lifestyle do some homework before you make a down payment on an RV.

WBZ NewsRadio 1030–10/14/2015


Where Do You Want To Perch?

Once the real snowbirds appear at the bird feeders you know winter is not far behind.

WBZ NewsRadio 1030–10/13/2015

(Photo credit PHILIPPE DESMAZES/AFP/GettyImages)

The Snow Bird Migration

The snow bird migration has begun! The RVs are gassed up and beginning to head south.

WBZ NewsRadio 1030–10/12/2015


Protecting Your Assets

You’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them.

WBZ NewsRadio 1030–10/09/2015

business, finance, generic, arrow

Obstacles On Your Path To Financial Success

Life is full of Obstacles! These are the barriers to your financial success.

WBZ NewsRadio 1030–10/08/2015

(Credit: Thinkstock)

Saving And Investing To Reach Your Goals

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

WBZ NewsRadio 1030–10/07/2015

Money, Finances, Elders, Worksheet

So What Have You Got?

You will need to generate a net worth statement to figure out what you’ve got and then do a cash flow to figure how and where you are spending your money.

WBZ NewsRadio 1030–10/06/2015

cash, money, 100 dollar bills

Everyone Needs A Financial Plan

Once upon a time, people’s financial lives were simple. Now, the financial choices in our lives are overwhelming.

WBZ NewsRadio 1030–10/05/2015

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