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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

  • Hi, I have a Whole Life policy with Farm Bureau which the surrender value as of right now is around $33000. I have Term Life insurance as well. I was thinking about...
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  • I am a retired DVM. I still maintain my vet licenses and attend veterinary meetings for continuing education so that I can keep my licenses active. Can these expenses be...
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  • My name is Laurie and I am going to as k 2 things right now. As a part of my retirement I plan on relating from Chicago to Los Angeles, and to continue doing there what I do...
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