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WBZ's Money Matters with Dee Lee

Thursday June 26, 2008 - Retirement Realties: Here-After-Itis

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Play from 0:00[0:00] ..." The realities of retirement with certified financial planner -- Lee we're continuing our series looking at here after our latest. Okay definition what is here after Adidas only will become susceptible to -- after I just I don't know by -- I'm always worry about the hereafter. I constantly"...

Play from 1:52[1:52] ..." your stuff. Right you don't need to beat keeper for everybody else tax returns seven years at the most bullish of committed fraud. And then keep them forever but a W twos and T reconcile him against your Social Security statement warranties for appliances you no longer own -- six I have."...

Play from 0:00[0:00]" The realities of retirement with certified financial planner -- Lee we're continuing our series looking at here after our latest. Okay definition what is here after Adidas only will become susceptible to -- after I just I don't know by -- I'm always worry about the hereafter. I constantly worry about it to -- it depends on how you define in this."

Play from 0:21[0:21]" Well I want intern room and I asked myself what my hero after a are what are violent retreat from this room -- like here. As we age Anthony we have so many things on our mind we aren't overload and it happens to all of us on not the only when this happens to you. This is -- disease similar to CRS. But a little organization goes a long way to help the overload in memory just sorting the mail some days it's overwhelming -- you make -- to review. Make the pilots and you know recycle piled Tapeh. You know it's important to be organized especially as a retiree. Because as we age we forget things but more importantly if anyone ever needs to find important papers. We're aren't mountain they -- they should be organized long before you need rates -- gather all the important stuff and organize it preferably one place I know your philosophy at least give it all in one -- right exactly so. Silicon lock the door and spend two hours or three hours looking rather than going into the basement and the attic rights and and a cover its federal filing system. In -- before create -- file filing cabinet test or she boxes I don't care what it is as long as it's accessible to someone. But the insurance policies together the house stuff -- kids stuff. You may need a fireproof places will for some years -- can easily be replaced they get ruthless here. People only what you really need if you cancer growing and moved out send -- birth certificates send them communion photos I send my kids or their report cards. And just keep your stuff. Right you don't need to beat keeper for everybody else tax returns seven years at the most bullish of committed fraud. And then keep them forever but a W twos and T reconcile him against your Social Security statement warranties for appliances you no longer own -- six I have."

Play from 2:10[2:10]" Kept my first taste that's -- work at a radio station at the age of seventeen. We should frame get rid of the stuff unless you think they're going to build a museum for Europe for you sometimes you there you go okay. And check website for all these ideas wbz1030.com more tomorrow here on WBZ news radio --"

Other Episodes in this series

Tuesday January 27, 2009 - New Year’s Resolutions: Lose Weight

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27 Jan 2009

Tuesday January 27, 2009 - New Year’s Resolutions: Lose Weight 

WBZ's Dee Lee has some places you can start.

listen

[0:45]..." on there and the author. Try to four different diets using for new books I did not to sort this there's no I did not try. The -- a different eyes I tried one okay but the first I was Joyce life diet which is about eating lots of whole grains vegetables and fruits sounds easy enough okay. The second the flat belly diet. I know which claims it will flatten your gotten promotes eating mono unsaturated fatty acids with every meal. Okay. An engine to diet this is a Texas firefighters vegetarian diet which I'm sure Texas firefighters -- I know I know there's no beef and here at all. Sell but I think most "...

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2:30more in this series...

Monday January 26, 2009 - New Year’s Resolutions: How to Start

audio

26 Jan 2009

Monday January 26, 2009 - New Year’s Resolutions: How to Start 

WBZ's Dee Lee talks about your resolutions.

listen

[0:34]..." road right -- I'm thinkin' okay. Let's work on our New Year's resolutions and you know -- the most popular resolutions. No I don't would you like me it is sure please well according to the -- at first down. A federal government even knows this is yes wouldn't you know they have a website -- must be from the eavesdropping program and had to close by there that they've been in my house. Number one lose weight number -- pay off debt save more money get fit get a better job eat right. Get a better education drink less. Quit smoking reduce stress take a trip. Volunteer. In that order in that order here interest I -- if any these resolutions on even "...

[0:01]..." radio 1030 with certified financial planner -- We are looking at New Year's resolutions. I now -- one month -- in new year and I bet most of our listeners have already abandoning -- a solution "...

[2:08]..." it's important. I want to lose weight is a little lower my blood pressure I wanna save more money second take a trip to Ireland this summer sure you know the key to success for the resolution is to be realistic. Okay you're not going to lose ten pounds by Valentine's Day but three different -- realistic okay let's get started and will start tomorrow at the same time here on WBZ. News radio "...

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2:30more in this series...

Friday January 23, 2009 - Paying for College: 529 Plans

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23 Jan 2009

Friday January 23, 2009 - Paying for College: 529 Plans 

WBZ's Dee Lee talks about saving plans for college.

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[0:27]..." plans for you would lock in intuition rate at a school within Massachusetts. Not very popular because Hamilton -- a lock in a decision. That was going to be made 1012 maybe being eighteen years away. But now the college savings plans can be made that invest in mutual funds Massachusetts offers two options prepaid tuition program still called do you plan. And you fun. Both are managed by the Massachusetts educational financing authority. Do you plan and needless damage to lock in the tuition and mandatory fees at today's rates. But the plant I like is do you plan college investing plan this is managed by Fidelity. And it allowed issued to invest dollars. These dollars go in and they grow tax deferred if he used for college. Their tax free. That's a great deal it's a great deal I mean. In the money can "...

[2:05]..." on the students name so it's considered an asset or parent or grandparent the onto the godmother. So when it's used for financial aid you know if they're not looking for a third the first "...

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2:26more in this series...

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