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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.

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National Save For Retirement Week: Are You Saving Enough?

Probably not! Your retirement savings will play a very big role in retirement.

WBZ NewsRadio 1030–10/20/2016

(Photo credit ROMEO GACAD/AFP/Getty Images)

National Save For Retirement Week: 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.

WBZ NewsRadio 1030–10/19/2016

(credit: Photo by Joe Raedle/Newsmakers)

National Save For Retirement Week: Retirement Plan Limits

About 60% of employers offer employees some sort of retirement plan, but not all employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/18/2016

(Image credit: Oscar Siagian/AFP/Getty Images)

National Save For Retirement Week: Day One

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 1030–10/17/2016

(credit: Thinkstock)

Snowbirds: 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 1030–10/14/2016


Snowbirds: Healthcare

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

WBZ NewsRadio 1030–10/13/2016

Snowbirds, RVing, RVs

Snow Birds: Will Your House Have Wheels?

Do you have snowbird envy as you watch those RVs head south? Wondering how you would do on the open road?

WBZ NewsRadio 1030–10/12/2016


Snow Birds: Where Do You Want To Perch?

The real snowbirds, the Juncos, spend about 6 months north and 6 months south.

WBZ NewsRadio 1030–10/11/2016

(Photo credit PHILIPPE DESMAZES/AFP/GettyImages)

Snow Birds: Heading South

It happens every year around the beginning of October. The RVs are gassed up and heading south.

WBZ NewsRadio 1030–10/10/2016


Why Financial Planning: Step 5, Cover Your Assets

Step 5 is the CYA part of your financial plan. Cover Your Assets!

WBZ NewsRadio 1030–10/07/2016

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