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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

  • I've recently left a corporate job to invest in a real estate partnership where I will be drawing a salary. Additionally, my wife will be earning both w-2 and 1099 income in...
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  • Our primary assets include the equity in our house and car. My only investments are in IRA's. I am retired and married. Our homeowners policy includes coverage for...
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  • I'm a 19 year old college student and I'm interested in saving up. I've heard about things such as Roth IRA's and CD's but I'm not sure if I'm too young to be getting these...
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