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.
Top Q & A's
-
My Dad recently passed away. My name was also on his bank account so when he passed, I went to the bank and put all of the money in my name. (I had to go to the court house...
View More -
My wife and I have the same old, "should we invest our money, or pay down debit?" We''ve looked into this quite a bit, but feel that our situation is a little different than...
View More -
My question has to do with mortgages. My parents have one more payment left on their mortgage (finally!). They have some improvements that need to be made to the home (new...
View More
Submit a Question
Pending Questions
Questions with the most votes will be answered first.
There are no pending questions at this time.
Meet the Money Doctors
Leonard C. Wright, CPA/PFS
Leonard has appeared on Channels 8 in Las Vegas, Nevada and Channel 7’s annual tax tip line in Los Angeles, California, has numerous radio interviews across the United States, appeared in USAToday.com, quoted in MSNBC.com and MarketWatch.com, and has been a resource to The Orange County Register business department. He is currently a grass roots National Spokesperson for the American Institute of Certified Public Accountants.
Jim Kirby, CPA/PFS
Jim will help you make smart decisions in all areas involving money. Whether you are retired or close to retirement, Jim will help you sort things out. Whether you are a small or not-so-small business owner, Jim will help you potentially lower your income taxes and determine the best way for you to transition your wealth to the next generation. With his background as a CPA, he looks for ways to help you minimize or defer income taxes when selling large assets, such as real estate or a business.
Jeremiah F. McCarthy, CPA/PFS
Jerry McCarthy is president and founder of McCarthy Wealth and Tax Advisors, a seven year old wealth management firm offering both tax and investment management services. Jerry and his firm specialize in personal financial planning, wealth management (asset allocation and portfolio management, retirement and estate Planning; and Tax Preparation & Planning.) McCarthy Wealth and Tax Advisors is a fee-only, registered investment advisory (RIA) firm.