CRNA Financial Planning® is an approved AANA Advantage Member
CRNA Financial Planning® is a financial planning firm exclusively serving Certified Registered Nurse Anesthetists and their families. For over 15 years, we have been guiding CRNAs through the complexities of investing and financial planning. Today's economic environment presents many challenges for CRNAs, whether it's the battle over supervision, questions about how the ACA will affect the profession or just the ups and downs of the economy and markets CRNAs need a team that understands them to help navigate the way.
At CRNA Financial Planning® our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation success.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Business Cycle
How will you weather the ups and downs of the business cycle?
A letter of instructions provides additional and more personal information regarding your estate.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
It sounds simple, but paying yourself first can really pay off.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: right now.
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.