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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

  • homeowners insurance claim was denied for medical bills because the person was living in my house fixing it up free for rent.when accident happened... insurance co. said...
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  • My aunt and uncle are in their 90s and recently had to be moved to a nursing home. They are the beneficiaries of each others life insurance policies. In order to handle their...
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  • My husband started receiving his benefits at 62 1/2. I plan to retire at age 66, my full-retirement age, but delay social security benefits until 70. I plan is to use our...
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