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Ask the Money Doctor

CPAs

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'm retired and working part time. My regular income is 1200 dollars a month. I have 400 coming in bimonthly and I haven't saved a cent. In fact I'm broke. I only have sixty...
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  • What are the tax concerns for me or my grandchild if I set up a Spendthrift Trust and my lifetime exclusion ($5.43M) has already been met. One thought I had is if I fund the...
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  • I filed a restricted application in 2015 at age 66. Am I allowed to file and suspend my benefits when my wife turns 66 in 2018 allowing her to receive her spousal benefits?
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