CRNA Financial Planning  
Charitable Giving: Smart from the Heart Estate Management 101 Raise Your Retirement Income

CRNA Financial Planning® is an approved AANA Affinity Partner


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 CRNA's though the complexities of investing and financial planning. Today's economic environment presents many challenges for CRNA's, whether its the battle over supervision, questions about how the ACA will affect the profession or just the ups and downs of the economy and markets CRNA's 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.

*No strategy ensures a profit or protects against a loss. There is no guarantee that the investment objective will be met.

 

Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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