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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.

(Photo by Tim Boyle/Getty Images)

Tax Planning: Giving It Away

BOSTON (CBS) – More to lower your tax bill: You can only deduct contributions you give to qualified charities. Use the IRS Select Check tool to see if the group you give to is qualified. […]

WBZ NewsRadio 1030–12/02/2016

Salvation Army

Tax Planning: Last Minute Stuff

Every year around the third week of December Congress decides to tweak the tax code, and I would suggest that you watch for changes thru 2017.

WBZ NewsRadio 1030–12/01/2016


Tax Planning: What Is On Your Tax Return?

Review your tax situation now so you have some idea what tax bracket you will fall into this year and decide whether you want to do the long 1040 or the simpler and shorter form 1040EZ.

WBZ NewsRadio 1030–11/30/2016

Small Business Tax Tips, Tax Help, Tax Tips, Small Business

Tax Planning: The Self-Employed

If you are self-employed your Schedule C is very important. There are some tax breaks worthy of spending some time on.

WBZ NewsRadio 1030–11/29/2016

(credit: iStockphoto)

Tax Planning: Flexible Spending Accounts

If you are willing to spend some time, I can guarantee you some savings when you file your taxes next year.

WBZ NewsRadio 1030–11/28/2016


Our Families: Money Lessons For Our Kids

I would suspect some of our listeners are in their cars moving between shopping malls right now. As harried as you are why not give the kids in the back seat a money lesson.

WBZ NewsRadio 1030–11/25/2016

(Photo credit ADEK BERRY/AFP/Getty Images)

Our Families: Giving It Away

When you mention gifting what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is giving it away.

WBZ NewsRadio 1030–11/24/2016

Photo Credit: Thinkstock

Our Families: The Retirement Back-Up Plan

If you have not done any retirement planning or if you have not saved enough for retirement, tomorrow, as everyone is seated around the table, decide which kid you want to live with in your old age.

WBZ NewsRadio 1030–11/23/2016

These Weymouth seniors knit for those in need. (Photo credit - Karen Twomey/WBZ NewsRadio 1030)

Our Families: Our Seniors

Let’s focus on mom today because most often it is our mother we will probably help in her declining years, for she has outlived dad.

WBZ NewsRadio 1030–11/22/2016

(Credit: Thinkstock)

Our Families: The Important Papers

Thanksgiving week is a perfect time to celebrate families, so I thought this week would be an opportune time to talk about families and money.

WBZ NewsRadio 1030–11/21/2016

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