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WBZ's Money Matters with Dee Lee

Friday August 29, 2008 - Catastrophe Planning: Where's the Important Stuff?

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Play from 0:03[0:03] ..." anniversary and we are looking -- catastrophe planning here on WBZ with certified financial planner Dee Lee. And today it will looking at a topic that we talked about before they sold very important we hear is too important"...

Play from 0:49[0:49] ..." you have a will where is that located other state planning documents health insurance documents. The kids vaccination records phone numbers of your insurance agent or your attorney says profiling system sort through all the places you stashed as important papers. She boxes plastic bags closets. Drawers piles on the desk piled on the death in now. Any of people"...

Play from 0:00[0:00]" It has been three years since Katrina this is the third anniversary and we are looking -- catastrophe planning here on WBZ with certified financial planner Dee Lee. And today it will looking at a topic that we talked about before they sold very important we hear is too important stuff can you put and on it in tenants. I don't know."

Play from 0:18[0:18]" I can. Again so I got it that's great if you I have to evacuate. You know we're going to be able to gather up on the important papers are life the baby pictures -- kids the -- the dog and even in our. You should -- people should be able to do this. Don't worry about clothes for the Red Cross will provide some just keeping important stuff do what you need to know to get organized now have talked about this so many times in Germany religious and on our she's at it again. But you know -- your homeowner's insurance policy. If you have to evacuate -- how she should have that with you certainly should if you have a will where is that located other state planning documents health insurance documents. The kids vaccination records phone numbers of your insurance agent or your attorney says profiling system sort through all the places you stashed as important papers. She boxes plastic bags closets. Drawers piles on the desk piled on the death in now. Any of people sadly I'm organized I know within everyone of those piles but you can't get to written an hour in yelling and if you cut to find something specific like. The homeowners insurance. You need to be noticed rabbit out of a file throw it in and if you can't throw in -- plastic zip lock bag sure which would be even better because derived keep trying to you know not again. Seven master file. Consider the table contents of your life we are an important documents in your life stored. Filing cabinet attorney's office CT deposit box with the document where it's located. Nature their hands and I know that if they don't do this thing need to follow your advice given in the same room please get it in the same room now you provide a list runner or are just as sort of a plan business I do on our listeners can get on my web site. In get into the document -- a list. And it lists. Every important. On document one would ever have. And next to it is just where you can put AB your C which would then indicate we're you've kept -- start."

Play from 2:12[2:12]" The organized check the website wbz1030.com. And you can get to d.s website through that website as well. Great series thank you so much to have a good weekend and we know more tomorrow here on WBZ news radio tenth or."

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

audio

23 Jan 2009

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

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

listen

[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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