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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

  • My son passed away He left two children life insurance It was being held in trust until they became of age I asked insurance company to send a statement of earnings if...
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  • I am a benifiary of my fathers group life insurance policy. My father recently passed and the insurance company is only paying out a fraction of the death benefit. Do I...
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  • I have designated specific charities as beneficiaries to non-qualified annuities that I have had for many years and have increased in value from the investments. My question...
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