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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

  • I'm 40 yrs old. Considering a 100k cash out refi for investment purposes. I have 15 yr mortgage currently and recently offered a no cost mortgage refi @2.2/15yr or could do a...
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  • I am the sole caretaker for my elderly mother and I responsible for her financially, however she doesnt live with me she lives in her own home, how do I count her as a...
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  • Hello, My wife and I are big savers / investors. We probably invest 70% of our net income each month into Total Stock Market index funds. We are both financially savvy...
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