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 courtesy: U.S. Social Security Administration)

Financial Planning By The Decades: When You Are 60

For most folks, your goal by age 60 is to have a comfortable retirement. Now you need to figure out when to retire.

WBZ NewsRadio 1030–04/15/2016

(credit: Peter Macdiarmid/Getty Images)

Financial Planning By The Decades: When You Are 50

Your 50s. These are typically your prime earning years, as well as the decade when retirement begins to come within view, and it’s perhaps your last opportunity to set your finances in order.

WBZ NewsRadio 1030–04/14/2016

Tuition, Payment

Financial Planning By The Decades: When You Are 40

Your 40s is the decade when everything is on the line, from houses and cars to insurance, retirement, college funding, and the impending mid-life crisis.

WBZ NewsRadio 1030–04/13/2016

(Photo by Joe Raedle/Getty Images)

Financial Planning By The Decades: When You Are 30

According to author Peter Dunn, your thirties is the decade when you begin to put down roots, deepen your relationships, and establish your lifestyle.

WBZ NewsRadio 1030–04/12/2016

(Credit: Thinkstock)

Financial Planning By The Decades: When You Are 20

Let’s start with millennials, these are the Americans born between 1980 and 2000.

WBZ NewsRadio 1030–04/11/2016


Boomers: The Pot Holes In Retirement Planning

These pot holes have a way of messing up the best laid plans of the retiree.

WBZ NewsRadio 1030–04/08/2016

(credit: iStockphoto)

Boomers: Checking Out Early

I found that early retirement for most people was age 55. For firefighters and police it could be even earlier.

WBZ NewsRadio 1030–04/07/2016

(credit: Photo by Jasper Juinen/Getty Images)

Boomers: The When, The What & The Where

Boomers should be thinking about three things: When are you going to retire? What are you going to do when you retire? Where are you going to retire?

WBZ NewsRadio 1030–04/06/2016

(Photo by Chip Somodevilla/Getty Images)

Boomers: Retirement Income

According to a report by, Boomers are retiring at the worst time in a generation.

WBZ NewsRadio 1030–04/05/2016

(Image: iStockphoto)

Boomers: Happy Birthday!

Today 10,000 Boomers will celebrate their 65th birthday and another 10,000 will celebrate tomorrow.

WBZ NewsRadio 1030–04/04/2016

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