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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 trustee of 2 trusts set up by my parents for the benefit of my 2 children. The trusts own life insurance which have gained in value of about $50,000 per policy. Each...
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  • I will turn 66 later this year. My wife is 65 and filed to begin taking her SS when she turned 64. Can I file and suspend my SS now prior to April 30. And If I file and...
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  • I have an old 401K at a previous employer. It was suggested to me by my bank (Wellsfargo) that I should consider rolling it to them. My previous company sold/moved my old...
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