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We want to provide you with the most accurate data available. In order to do this, we've created a space that will connect you to The Markets - a weekly blog update that puts you at the forefront of the financial industry. These posts are a sample of the content we use to help you make wise financial decisions; consider it 'insider knowledge.' 

If you have questions about our blog posts or seek more information about our services, feel free to contact us by submitting a question on the right! We'll be in touch. 

-The CRNA FP® Team

Thursday, January 25, 2024

In a world where financial uncertainty is inevitable, Financial Freedom is a coveted goal that can profoundly transform lives. As a Certified Financial PlannerTM, I've witnessed firsthand the liberating impact that Financial Freedom...

Wednesday, December 27, 2023

As financial professionals who work exclusively with Certified Registered Nurse Anesthetists (CRNAs), we understand the unique challenges and opportunities that come with your profession. One crucial aspect that demands attention is...

Wednesday, December 13, 2023

Early retirement is a dream for many CRNAs, and it can come with a number of financial challenges. One of the biggest concerns for early retirees is the mounting cost of health insurance. If you retire prior to age 65 and haven't...

Tuesday, November 21, 2023

Retirement is an exciting phase of life, filled with the promise of newfound freedom and leisure. As a Certified Registered Nurse Anesthetist (CRNA), you've dedicated your career to ensuring the health and well-being of others. Now,...

Thursday, October 19, 2023

The Benefits of Transitioning to 1099 for CRNAs: An Advisor's Perspective In the ever-evolving landscape of healthcare, Certified Registered Nurse Anesthetists (CRNAs) play a vital role in patient care. As healthcare providers, CRNAs...

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Thursday, October 5, 2023

Today’s article focuses on some of the monetary issues that can creep into a marriage and cause frustration for CRNAs. Finances are often cited as a top reason for divorce and many couples will argue over money, so we want to...

Thursday, August 31, 2023

We regularly get questions from CRNAs about W-2 and 1099 tax forms. Who gets which and why? Can I get multiples or both? W-2 and 1099 forms are two different tax documents which are based on a CRNA’s employment classification and...

Wednesday, August 16, 2023

When comparing W-2 and 1099 job offers for CRNAs there are several factors to consider. Both types of employment arrangements have their own advantages and disadvantages, so it is important to carefully evaluate each offer

Thursday, July 20, 2023

Whether you’re a new graduate or a CRNA with over 20 years of experience, we want to share some planning things that everyone needs to make sure aren’t left incomplete.

Thursday, May 4, 2023

One of the things you find out about CRNAs as they approach retirement is that their bank account might be ready for retirement but they might not be.

Thursday, April 13, 2023

Let's cover some of the mistakes CRNAs make with their retirement plan and help you better understand how to utilize different account types to save for the future.

Thursday, February 16, 2023

This will impact every taxpayer but what does it mean specifically for CRNAs and other nurses? Your work earns a nice paycheck every year so tax changes will have an impact on you. Plus, there’s a lot to pay attention to if you’re a busines

Thursday, January 5, 2023

Oftentimes, your relationship with a financial advisor might feel more like a therapy session during emotional times, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a couns

Thursday, June 16, 2022

Jeremy Stanley, CFP® will share nine tax strategies that most CRNAs with S corporations can utilize each year to maximize their earnings and minimize what they owe.

Friday, April 1, 2022

Happy April Fool's Day from all of us at CRNA Financial Planning! We love a good CRNA joke all year long, but particularly today. Please enjoy some of our favorites below!

Thursday, March 24, 2022

When planning for retirement, many CRNAs end up guessing at some of the most important questions. You’d never enter an operating room unprepared so why risk everyone you’ve worked so hard for throughout your career by not having a plan?

Monday, January 3, 2022

Over 50% of CRNAs are planning to retire in the next 10 years. How can YOU prepare today?Getting ready to retire from your career as a CRNA can be both exciting and anxiety-inducing. You’ve worked hard and are ready to enjoy the...

Thursday, December 30, 2021

As we prepare to turn the page to the new year, it’s time to start thinking about our goals and laying out the resolutions we want to achieve in 2022. Sharon and Jeremy will take you through 22 life and money resolutions that will help you

Friday, September 17, 2021

Becoming a CRNA independent contractor can be complicated, but very lucrative. Every day, our experts help freelance CRNAs from all across the country make sure they are taking advantage of all the opportunities that 1099 can bring.

Thursday, August 12, 2021

As a CRNA you’ve gone through a multitude of different financial phases throughout your lifetime; saving for your education, paying back your student loans, then enjoying your income while saving, planning and investing for...

Saturday, July 10, 2021

How to Protect Your Retirement Plans As a dedicated and motivated CRNA, you have spent your entire career being an advocate for your patients in the operating room. You’ve put in countless hours, either as a W-2 employee or as a...

Wednesday, May 26, 2021

Freedom! It is one of the main reasons CRNAs cite for becoming independent contractors. They want the freedom to achieve a better work/life balance, opportunity for growth and travel, plus scheduling flexibility. In the healthcare...

Thursday, April 22, 2021

With all that’s going on today, many CRNAs are reconsidering what’s truly important in life. Over the past year, the pandemic has impacted so many aspects of our everyday lives, and as a result, we are seeing more and more...

Monday, March 1, 2021

Tax season is officially under way, which often provokes groans and phone calls to your tax professional. As a CRNA, you hopefully have a tax minimization strategy in place to help you legally reduce your overall tax liability. However...

Thursday, January 28, 2021

Another Inauguration Day has passed, and while it was historic, as always, it also felt different this time. Certainly, the country remains split on where we’re headed. One party is optimistic for the future, while the other is...

Thursday, December 31, 2020

When we celebrated New Year’s Eve a year ago, who could have guessed that 2020 would have gone the way it has? It’s worth taking a look back at the year to review the financial challenges that CRNAs have faced, and...

Thursday, October 8, 2020

For many years, the CRNA profession has been a relatively stable and financially secure career path, but the COVID-19 pandemic has wreaked havoc in countless ways all across the globe this year. As a result, many CRNAs have experienced...

Wednesday, June 24, 2020

If you’re like a lot of CRNAs, dealing with money isn’t always your top priority. That’s especially true during a year like we’ve experienced in 2020. It’s easy to put financial planning aside and worry...

Tuesday, June 2, 2020

5 Things You Need to Do NOW to Protect Your Financial Plan from COVID-19 According to a recent report by the AANA, over 50% of practicing CRNAs planned to retire by 2022, but the financial impacts of COVID-19 may be threatening those...

Tuesday, May 26, 2020

The coronavirus pandemic has forced a lot of people to take a closer look at their finances, and we often reach out to a lot of different sources to get advice on ways to proceed. Even if you’re working with a financial advisor,...

Friday, May 1, 2020

So far, 2020 has proven to be a year of change. Over the past few weeks, we’ve spoken with thousands of CRNAs across the country who have been impacted by COVID-19 in a variety of ways. While employment statuses may have changed...

Tuesday, September 10, 2019

Right out the gate, you can see how confusing Medicare can be! Many people feel that you must sign up for Medicare when you turn 65 (even though you are still working or your spouse is, etc.). One of the many myths that we work to...

Thursday, February 7, 2019

As a CRNA, you make critical decisions all the time, oftentimes without even thinking about it. Your years in school prepared you to make sound medical decisions at a moment’s notice. But beyond the operating room, some important...

Thursday, October 18, 2018

While I am sure it will come as no surprise, the CRNA profession is one of the most stressful career paths you can choose. According to the Occupational Information Network, a US Department of Labor job database, on a scale from 1...

Wednesday, October 10, 2018

Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as much insurance coverage, and expect...

Friday, September 28, 2018

We already know that divorce can be messy and painful, but did you know that it’s about to get a lot more expensive as well? The passing of President Trump’s tax reform bill affects almost everyone in some way. On the...

Monday, September 10, 2018

Ever hear the old wives tale that 50% of marriages end in divorce? While it’s hard to pinpoint an exact divorce rate, some researchers report current rates could be as high as 50% while others believe the rate has been steadily...

Friday, August 17, 2018

Before you enroll, take note of what the insurance does not cover and the changes ahead. Misconceptions about Medicare coverage abound. Our national health insurance program provides seniors with some great benefits. Even so,...

Wednesday, August 1, 2018

When it comes time to choose a career path or shift occupations, one of the top considerations is financial. Will this career provide the income I desire? Is it worth the investment of time and money to get the education I need? The...

Thursday, June 28, 2018

As a CRNA, you’ve worked hard in your education and career to get where you are. Regardless of whether you are currently employed or have already retired, it’s important to preserve the assets for which you have so...

Monday, June 18, 2018

If you Google how much you should be saving for retirement, you’ll likely find a wide range of numbers, anywhere from 5% to 20% of your gross income. But how much do Americans actually save? According to a recent PenFed Credit...

Wednesday, May 2, 2018

We’ve previously discussed the benefits of an IRA, but many CRNAs are unaware of the potential power of an inherited IRA, be it one you inherit from your parents or one you pass on to your children. Here, we’re discussing a...

Saturday, April 28, 2018

We all know that healthcare planning is a huge part of retirement planning. But, WHEN do we really start that conversation? And how do we approach such an enormous topic? Baby steps. When you (or your spouse) are approximately 64...

Thursday, April 26, 2018

Home equity represents nearly two-thirds of the average 65-year-old couple’s total wealth, making it one of the most important retirement assets, along with Social Security. (1) Despite its importance, housing wealth is an often...

Wednesday, April 18, 2018

Let's take a look at 6 common missteps many professionals make along the road to retirement. Have you considered the year you retire versus the longevity of your social security benefits? Or adding potential medical costs during your...

Thursday, March 29, 2018

In the last few years, lines have blurred between financial advisors and insurance agents. Many professionals consider themselves both, when they’re not. The problem is that the word “advisor” has become a broad term...

Sunday, March 25, 2018

Did you know that CRNA Financial Planning is one of the only financial planning firms exclusively serving CRNAs? It’s true. For the past two decades, we’ve made it our mission to help CRNAs with what we call the three...

Friday, March 23, 2018

Even though money is fungible, we often categorize our money into different buckets, be it by types of spending or time frame. We also tend to mentally prioritize our income and assets, focusing first on covering our current income...

Tuesday, March 13, 2018

As a CRNA and business owner, it’s easy to get caught up in the busyness of the day and neglect some of the housekeeping elements of running a business. Rather than wait until the end of the year to prepare for the upcoming tax...

Tuesday, March 6, 2018

Our friends at CRNA Tax Associates®’ felt that this would be timely information for the CRNA community. To learn more, visit their site here: https://crnataxassociates.com/ The new 2018 Section 199A tax deduction that you can...

Thursday, February 15, 2018

As a freelancer, you’re both a CRNA and a business owner, which means you have a lot more responsibilities. A few wrong mistakes could mean losing money or facing tax penalties. You don’t want to wind up paying more than...

Thursday, February 8, 2018

A recent poll of pre-retirees suggests that truth risks being ignored. Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly...

Tuesday, January 30, 2018

If you read five articles on retirement planning, chances are you’ll read five different recommendations. Financial planning and saving for retirement can be very subjective, making it difficult to know exactly how much you need...

Friday, January 5, 2018

If you were going into a surgery for a procedure, you wouldn’t trust just anyone. You would likely search for a well-regarded doctor, and possibly get a second or third opinion to see who you were most compatible with and who you...

Wednesday, December 27, 2017

When I meet with Certified Registered Nurse Anesthetists (CRNAs), many assume that earning a high income is the key to retiring early. While it’s true that the high income CRNAs enjoy is helpful, the real secret comes down to two...

Wednesday, November 29, 2017

Just a few decades ago, it was standard for men to be the sole income provider for their family while women ran the household and took care of the children. However, the number of women joining and returning to the workforce after...

Friday, November 10, 2017

With over 200,000 financial advisors across the country, how do you find one who understands and appreciates what you do as a CRNA? The financial advisor with whom you choose to work will have a significant impact on your investment...

Saturday, October 21, 2017

After spending decades working in a demanding career, many CRNAs dream of retiring early. And for some who have saved enough to do so, it’s important to have a retirement strategy in place that focuses on minimizing taxes and...

Monday, October 16, 2017

Saving $1 million for retirement sounds like a lot, but how long will that amount really last? Thanks to inflation, increased housing costs, and costly medical needs, $1 million may not last as long as you think. Along with considering...

Tuesday, September 19, 2017

Some of the most successful businesses and professionals rely on delegation, and for good reason. As our lives become busier, delegation lets us focus more time on our passions, families, and careers while allowing others to help with...

Thursday, September 14, 2017

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of...

Tuesday, September 12, 2017

Why an early start (and accepting some risk) matters. Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in savings to generate the kind of retirement income you prefer....

Tuesday, August 22, 2017

According to a 2009 study, around 14% of CRNAs worked as freelancers or independent contractors. However, there’s no doubt that number has increased in the last few years as freelancing across numerous industries is on the rise....

Thursday, July 6, 2017

As a CRNA, you’ve worked hard in your career to, hopefully, experience a comfortable retirement. Regardless of your definition of wealth, you want to protect your hard-earned money and enjoy the fruits of your labor. But even if...

Tuesday, August 16, 2016

You probably see headlines about retirement planning on every website and newspaper you read. Many of them all share one common tip: start as early as possible. Your accumulation years are the most important, as they set the tone and...

Friday, August 5, 2016

Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day...

Wednesday, July 20, 2016

Retirement is a scary yet exciting leap for CRNAs. While there are countless pieces to the retirement planning puzzle, right now I want to focus on three of the biggest questions you’ll need to answer before retiring. All three...

Monday, April 25, 2016

According to the Bureau of Labor Statistics, the average annual salary for a CRNA is $160,250.1 Brian Del Grosso, a nurse anesthetist at Carolinas Medical Center in Charlotte, North Carolina, shared with Business Insider a few of the...

Thursday, April 14, 2016

CRNA business owners and freelancers tend to have very high incomes, but are busy and often unprepared when it comes to financial planning. Whether you plan to continue running your business well beyond traditional retirement age, or...

Wednesday, February 17, 2016

Over the past few months, CRNAs across the country have been watching the industry change before their eyes. From the Michigan 68 to Mission Health System in North Carolina, job security has now become a significant concern. At CRNA...

Friday, January 15, 2016

Last week was an awful trading week on Wall Street, with the S&P 500 posting its worst year-opening week in history by losing 6%. Global stock markets lost $2.3 trillion, alarming investors who worry about the market forecast for the...

Wednesday, January 13, 2016

This year marked a tipping point of wealth in the United States. According to a 2015 survey, this is the first point in history that there are more affluent Gen Xers (born in the 1960s to 1980) than affluent Baby Boomers. The survey...