Sinopsis
Dee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer.
Episodios
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Holiday Gifting: How To Save
15/11/2017 Duración: 02minWBZ's Dee Lee suggests giving gifts that create memories this holiday season.
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Holiday Gifting: The Nice List
15/11/2017 Duración: 01minWBZ's Dee Lee pares down your holiday shopping list.
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Holiday Gifting: Budgeting
15/11/2017 Duración: 01minWBZ's Dee Lee gets you started on your holiday gift list.
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Everyone Needs A Financial Plan: Step 5 - Protecting People & Assets
13/11/2017 Duración: 01minWBZ's Dee Lee helps you protect your assets.
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Everyone Needs A Financial Plan: Step 4 - Managing Life’s Obstacles
13/11/2017 Duración: 02minWBZ's Dee Lee outlines the many obstacles along your financial road of life.
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Everyone Needs A Financial Plan: Step 3 - Saving & Investing
13/11/2017 Duración: 02minWBZ's Dee Lee discusses your investment portfolio.
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Everyone Needs A Financial Plan: Step 2 - What Have You Got?
13/11/2017 Duración: 01minWBZ's Dee Lee outlines the importance of figuring out your cash flow for each month.
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Everyone Needs A Financial Plan: Step 1 - Setting Goals
13/11/2017 Duración: 02minWBZ's Dee Lee says setting goals gets you started and keeps you motivated to save.
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Paying For College: The Hidden Costs
05/11/2017 Duración: 02minWBZ's Dee Lee says college costs go beyond just tuition and room and board.
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Paying For College: 529 Plans
05/11/2017 Duración: 02minWBZ's Dee Lee talks about your college savings plan options.
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Paying For College: Who Should Pay For College?
05/11/2017 Duración: 02minWBZ's Dee Lee discusses financial responsibility of student and family.
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Paying For College: Financial Aid
05/11/2017 Duración: 02minWBZ's Dee Lee discusses how to obtain financial aid.
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Paying For College: Financial Aid Forms (FAFSA)
05/11/2017 Duración: 02minWBZ's Dee Lee helps you find help to fill out the FAFSA form.
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Fraud Protection: Debt Collection
28/10/2017 Duración: 01minWBZ's Dee Lee outlines some fraud protection against debt collection scams.
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Fraud Protection: Dealing With Scammer On The Phone
27/10/2017 Duración: 01minWBZ's Dee Lee has guidelines for dealing with phone scams.
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Fraud Protection: Seniors Are More Vulnerable
27/10/2017 Duración: 01minWBZ's Dee Lee outlines why seniors are more susceptible to fraud.
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Fraud Protection: Scammers On The Phone
27/10/2017 Duración: 02minWBZ's Dee Lee talks about how to avoid phone scams.
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Fraud Protection: New Medicare Cards
27/10/2017 Duración: 01minWBZ's Dee Lee talks about the new Medicare cards.
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National Retirement Security Week: No Plans At Work
20/10/2017 Duración: 02minWBZ's Dee Lee has advice for those with no pensions at work.
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National Retirement Security Week: Are You Saving Enough?
20/10/2017 Duración: 01minWBZ's Dee Lee helps you save more for retirement.