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

 

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.

 

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

 

Helpful Content

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Disability Income

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

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Choosing a Mortgage

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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