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.

Groceries, Food Shopping, Grocery Store

Even More Money Mistakes: Heard From Listeners

Folks have been very generous in sharing money mistakes. At the work shop last week folks shared some interesting mistakes that many of us have made.


Even More Money Mistakes: Dealing With Money In Your 30s

The lifestyle portrayed for a 30-year-old single is one of extravagance. Dinners out, clubbing a couple of nights a week, trendy clothes, gym membership and SUVs, great vacations and upscale apartments. Can you afford all that?


Even More Money Mistakes: Messing With Your Retirement Plans

These are money mistakes employees often make with their retirement plans.


Identity Theft, ID, Equifax

Even More Money Mistakes: Not Checking Your Credit Report

In speaking at a workshop last week, I was very surprised at how few of the attendees had checked their credit reports after the recent Equifax hack.


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

More Money Mistakes: Beneficiary Designations Not Being Updated

When you own an asset such as a retirement plan, an annuity, or life insurance, you get to decide who should get that asset if you should die


More Money Mistakes: Using Your Retirement Plan As A Bank

Here again some listeners tell of getting screwed. They borrowed from their plans, left their employment, and the money was owed back within 30 days or it became a withdrawal.


More Money Mistakes: Investing: Selling Low – Buying High

Just for the record, I’ve made my share of money mistakes. No one does it right all the time.


Estate Planning

More Money Mistakes: Thinking You Are Going To Live Forever

We are all going to die. We just don’t know when. So it’s not what you have done, it’s what you didn’t do that your heirs will regret.


More Money Mistakes: Not Having An Emergency Fund

For the most part money mistakes are self-inflicted wounds!


Money Mistakes: Not Enough Saved For College

If your kiddo is in high school you may not have much time to fix this money mistake.