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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

  • What steps do I take to stop North Carolina withholding of state income tax from my teacher retirement pension checks?--I am a full-time resident of Wisconsin. I keep having...
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  • If both spouses participate in a home based business, is the cap for taking social security benefits combined? (32K) My wife is 65 & is receiving S.S. benefits. I am 63 &...
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  • Due to an audit, I have to pay back 2015 MD state tax refund. Do I still claim it as income on my 2016 Fed taxes?
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