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.
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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Regardless of how you approach retirement, there are some things about it that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Understanding how capital gains are taxed may help you refine your investment strategies.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This worksheet can help you estimate the costs of a four-year college program.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.