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Ask the Money Doctor


We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.

Recent Q & A's

  • I received a lump sum Worker's Compensation after being permanently disabled. I am now 61. I was wondering if the money would be better served by paying down my mortgage,...
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  • I just received an inheritance. Are there resources you can recommend to read? My financial planner recently retired. I did not click with his replacement. How do I find a...
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  • Is there tax consequences when changing owners on a 529 plan? In a divorce the ownership is changing on a family 529 plan, the beneficiary is keeping the same. the husband is...
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