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Ask the Money Doctor

CPAs

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

  • Can a non qualified annuity be gifted over a three year period so that the donor can take advantage of the annual gift exclusion?
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  • Hello! I am self employed. I am in the market of getting my own health insurance plan (just turned 26). In doing my research, I read that I could deduct my premiums on my...
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  • how much a month is disability and accidental insurance for a small semi truck business with only 1 employee/owner
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