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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

  • is there any possible way of protecting my 457b plan if myself or wife would ever need long term care. Could I take the lump sum and take a tax hit and just basically turn...
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  • I sold a house in 2016, and have $98K in Capital Gain to pay taxes on. I prepaid $11K to the State of CA in Dec 2016. Can I add that to my (Federal?) deductions? I did my...
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  • I am being laid off from a high income job. I am eligible for unemployment. I don't know how to determine what I'll be paid in unemployment benefits. I am considering...
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