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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

  • Should I stop contributing to my 401(K); I want to just start a traditional IRA. I am 12 years from retirement.
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  • I plan to withdraw about 62,000 from my TRS account when I retire. I need to pay some bills off and would like to put money aside for my 3 boys future or gift it to them. Is...
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  • what is greenlight
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