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.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
Have you explored all of your choices when it comes to managing your taxable income?
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
There are nearly 1,200 ETFs available. Should you invest in them?