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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

  • RMD If I have several traditional ira do I have to take them from each one.,Or can I satisfy the RMD by combining the total from just one
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  • I am an 80 y/o female & am having trust problems with my financial adviser. He wants to keep me in an IRA annuity from which I have not taken any $$ from as yet & will need...
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  • I am a retiree in credit card debt $26,000 and counting. Problem, I own two residential properties in Florida and due to tenant neglect and damages it has been unoccupied...
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