Dee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She is a member of the Financial Planning Association and served on their national Board of Directors. Click here to read her full bio
Wednesday July 1, 2009 - Money Goals for Families: Mom plus Dad plus Teenagers You wake up one morning and you realize the baby is having a birthday and she’s 14 today. Oops, what happened to all of the planning you were going to do? Your little girl has grown so quickly and her brothers are now 15 and 17 and come this fall they all will be in high school.
Thursday June 18, 2009 - Father's Day: Long Term Care Insurance According to Genworth Financial’s 2009 long Term Care survey, the national average annual cost of a semi-private room in a nursing home is $67,000, with it costing over $100,000 here in Massachusetts.
Tuesday June 16, 2009 - Father's Day: Alternative Living Arrangements What if Dad can no longer maintain his home or comfortably live there because of the stairs or outdated plumbing? The first thing you need to do is a get buy-in from dad that he wants help with the housing issues.
Friday June 12, 2009 - Myth #5: Happily Ever After I don’t need to plan for retirement. We’ll live happily ever after in retirement. The reality is you need to plan for the soft side of retirement as well as the financial side.
Thursday May 28, 2009 - IRAs: Rollover IRAs When I hear the word rollover I think of a large dog trying to rollover. Basically a rollover IRA is when you transfer money from another retirement account into an IRA.
Monday May 25, 2009 - IRAs: Traditional IRA Our listeners are worried about their jobs, they are saving more, and they are becoming frugal again. And many have stopped saving in their retirement plans. My advice: continue saving in your retirement plans.
Friday May 15, 2009 - On Your Own: Disaster Planning There are close to 24 million small businesses in the US right now and close to 80% of them have one employee-the owner. Most small businesses, especially ones run from home, have not given enough thought to planning for disasters, natural or man made.
Wednesday May 13, 2009 - On Your Own: Section 179 Deductions Normally if you purchase capital equipment for your business you don’t get to expense the total cost of the equipment the year you buy it. You depreciate the equipment over its useful life, which could be anywhere from three to seven years, expensing a portion each year on your tax return.
Wednesday April 29, 2009 - The Millionaire Club: Forty-Something Forty-Somethings are at the tail end of the Boomer generation. They have been hearing about retirement and they do know it is approaching like a speeding train but some have been too busy to plan and many thought they still had lots of time.
Monday April 27, 2009 - The Millionaire Club: Twenty-Something Recently I heard from a listener who wanted to know if financial experts still thought that you needed a $1 million in retirement savings. And in today’s economic environment could he ever save that much.
Thursday April 23, 2009 - Kids & Cash: Credit Cards College students are graduating with more than a diploma these days, according to a recent survey by Sallie Mae, they have accumulated on average over $3,000 of credit card debt.
Monday April 20, 2009 - Kids & Cash: Lessons Kids don’t know enough about money. And every day they are exposed to the economic problems of their parents, neighbors, schools, the nation and the world.
Tuesday April 14, 2009 - Mutual Funds: Picking the Right Funds With thousands of mutual funds to choose from, you need a disciplined process to whittle down the number to something that is manageable. This process will work if you are just choosing among the funds in your 401(k) as well.
Michael Jackson's death sparks shopping frenzy
Stores locally and around the country are selling out of Michael Jackson memorabilia. WBZ New England Business editor Anthony Silva reports.
Massachusetts home sales fall in May
WBZ New England Business Editor Anthony Silva has reaction from The Warren Group, and the Massachusetts Association of Realtors.
North Shore Music Theater looking for a savior
WBZ's Anthony Silva reports management of the half-century old institution are hoping to avoid bankruptcy, after pulling the plug on the season.
Two North Shore banks tying the knot
WBZ New England Business Editor Anthony Silva reports Danvers Bancorp, Inc, is buying Beverly National Corporation.
New England Business
The North Shore Music Theater has decided to cancel it's upcoming summer season. WBZ's Anthony Silva has more in this New England Business Update.
Talbots selling off J. Jill brand
The sale comes three years after the Hngham-based Talbots bought J.Jill. WBZ New England Business Editor Anthony Silva talked Monday with Julie Loregan, Senior Vice President at The Talbots.
Local mutual fund company to return $40m to investors
WBZ New England Business Editor Anthony Silva has details of the settlement among Evergreen Investment Management, Secretary of the Commonwealth William Galvin's office atd the U.S. Securities and Exchange Commission.
Helping Hands Of America
DONATE YOUR CAR OR BOAT TODAY TO A LOCAL CHARITY! YOU CAN HELP A GREAT CAUSE RIGHT HERE IN NEW ENGLAND AND IT’S 100
PERCENT TAX DEDUCTIBILE TOO. CALL HELPING HANDS TODAY TO
SCHEDULE A PICK UP AT YOUR HOME…1-888-881-9-0-9-0 (NINE OH, NINE OH).
WBZ NewsRadio 1030 has been broadcasting to New Englanders for more than 80 years. WBZ is Boston’s and New England's most reliable source for the latest Boston news, Boston weather and Boston traffic. Listen on air, online and on demand to award-winning evening talk show hosts Dan Rea, Steve LeVeille and Jordan Rich. WBZ is the flagship radio station of the Boston Bruins Radio Network and a leader in community involvement, with Boston events including the WBZ Business Breakfast Series, WBZ Free Friday Flicks, WBZ Call for Action, WBZ StormCenter and Amber Alert. www.wbz.com
Dee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She is a member of the Financial Planning Association and served on their national Board of Directors. 
