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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 apartment complex sent out a letter stating all tenants must now carry a 100,000 Personal Liability Insurance policy and list the apartment complex as an Additional...
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  • When I questioned my State Farm agent (finally) about why my homeowners policy assumed that the personal property in a $324,000 home would be covered to $243,000, I got some...
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  • can i sell my home (value at least $220,00)that is paid in full to my married daughter for a small amount of money(let's say $1000)and no tax issues for them or me.
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