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Money Matters with Dee Lee

Friday May 9, 2008 - Mother's Day: Tax Planning Yes there is still such a thing as tax planning. Thursday May 8, 2008 - Mother's Day: Insurance Planning Finding the insurance policies is the just the first step. Wednesday May 7, 2008 - Mother's Day: Is There Enough Money? Does mom have enough money to maintain her current lifestyle? Tuesday May 6, 2008 - Mother's Day: Organizing Her Stuff I talk about getting organized so often that my reputation as the Money Diva has diminished and I am now the Organization Queen. Monday May 5, 2008 - Mother's Day: Helping Mom With Mother’s Day next Sunday I thought this would be a good week to discuss our elders. Friday May 2, 2008 - Kids & Money: Grown Up Kids Talking to your adult child about money is harder than talking to a 10-year-old about money. Thursday April May 1, 2008 - Kids & Money: Credit Cards College students are graduating with more than a diploma these days, they have accumulated on average over $3,000 of credit card debt. Wednesday April 29, 2008 - Kids & Money: Allowances I do believe kids should get an allowance. Tuesday April 28, 2008 - Kids & Money: Teach Children To Save Day! The American Bankers Association is sponsoring a Teach Children to Save Day. Monday April 28, 2008 - Kids & Money: Lessons Kids don’t know enough about money. Friday April 25, 2008 - Spring Cleaning: What Should You Keep, How Long, Where? Most of us keep too much of the paper that comes into our homes. Thursday April 24, 2008 - Spring Cleaning: Estate Planning Everyone wants to go to Heaven, but nobody wants to die! Wednesday April 23, 2008 - Spring Cleaning: Where are the Insurance Policies? Insurance is a financial tool. Tuesday April 22, 2008 - Spring Cleaning: The Paper Shuffle The paper shuffle is not the newest dance on Dancing with the Stars! Monday April 21, 2008 - Spring Cleaning: Organizing Your Stuff The warmer weather causes the spring-cleaning genes to awaken. Friday April 18, 2008: Mutual Funds - Your Statement Your mutual fund company sends out an annual statement the end of January. Thursday April 17, 2008: Mutual Funds - When to Sell All investors need to have a sell strategy as well as a buy strategy. Wednesday April 16, 2008: Mutual Funds - Benchmarks A benchmark is a standard used for comparison. Tuesday April 15, 2008: Mutual Funds - Picking the Right Funds Taxes are due today! Monday April 14, 2008: Mutual Funds - Building a Portfolio I have been hearing from listeners who want to jump ship right now. Friday April 11, 2008 - Boomers on My Mind: The Pot Holes in Retirement This is about the potholes of life not the ones on route 9 (which are nasty this spring). Thursday April 10, 2008 - Boomers on My Mind: Retire or Rehire So is working part of your retirement plan? Wednesday April 9, 2008 - Boomers on My Mind: Retiring Early In doing research for one of my books, I found that early for most people was retiring at 55. Tuesday April 8, 2008 - Boomers on My Mind: When, What & Where? There are three questions every pre-retiree needs to be thinking about. Monday April 7, 2008 - Boomers on My Mind: How Much Income in Retirement? You cannot pick up a magazine or newspaper today without a reference to Boomers and retirement. Friday April 4, 2008: Social Security Primer: The Mary Poppins Tax Do you need to pay the Mary Poppins Tax? Thursday April 3, 2008: Social Security Primer: What Women Need to Know Women represent almost 60 percent of all Social Security beneficiaries age 62 and older. Wednesday April 2, 2008: Social Security Primer: Your Benefits In order to get benefits from Social Security, you must work and pay taxes into the system. Tuesday April 1, 2008: Social Security Primer: Is It Doomed? Is Social Security doomed? A Little April Fool's Fun with Dee Lee and Anthony Silva Momma didn't raise no fool! Monday March 31, 2008: Social Security Primer: History I heard from listeners last week who wanted to know more about Social Security and what it does for them. Friday March 28, 2008: Self-Employed: 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. Thursday March 27, 2008: Self-Employed: Retirement Plans Let’s start with the simplest plans first. Wednesday March 26, 2008: Self-Employed: 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. Tuesday March 25, 2008: Self-Employed: Deductions So what can you deduct if you are self-employed? Monday March 24, 2008: Self-Employed: On Your Own There are a lot of self-employed individuals and small business owners. Friday March 21, 2008: The IRS is Sending Money: Pay it Forward Pay it forward. Give it away. Thursday March 20, 2008: The IRS is Sending Money: Invest in Yourself! Your largest asset is your ability to earn a living. Wednesday March 19, 2008: The IRS is Sending Money: Invest in Your Retirement Retirement planning should start with your first job. Tuesday March 18, 2008: The IRS is Sending Money: An Emergency Fund Another good use of the windfall is to earmark the money for an emergency fund. Monday March 17, 2008: The IRS is Sending Money: Get Out of Debt The IRS and Congress have money for you. It wants to send us all a special economic stimulus payment. Friday March 14, 2008: Having $1 Million at Retirement: Sixty-Something The mother of all birthdays has come and gone and the first of the Boomers are now getting senior discounts when they go to the movies. Thursday March 13, 2008: Having $1 Million at Retirement: Fifty-Somethings If you are a Boomer your retirement planning has been scrutinized in the media for the last several years. Wednesday March 12, 2008: Having $1 Million at Retirement: Forty-Something Forty-Somethings are at the tail end of the Boomer generation. Wednesday March 12, 2008: Having $1 Million at Retirement: Forty-Something Forty-Somethings are at the tail end of the Boomer generation. Tuesday March 11, 2008: Having $1 Million at Retirement: Thirty-Something So how does a thirty-year-old become a millionaire? Monday March 10, 2008: Having $1 million at Retirement: Twenty-Something