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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've spent the past couple years recovering from being stupid in my 20s: time for my tax mess. I owe around $2k in back taxes, haven't filed a return in years. I have my...
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  • How do you have to file insurance benefit after someone passes away.
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  • My Mom is 78 yrs old. She still works because she couldn't afford to retire on SS. She's going to sell her house and move into an apt. Her intension is to use a portion of...
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