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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 submitted this question a few months ago. I am 66 years old retiree. My wife is also retired. I have $200,000+ in the bank drawing little to no interest. My primary home is...
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  • How and where can an individual find lists of of available municipal bonds? Can an investor purchase individual municipal bonds on their own, or must they pay a broker to do...
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  • I am expecting to get back about $3,000 on my income taxes this year. I was hoping to clear up my credit enough to qualify for a first time home loan. I have a charge off...
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