27th May, 2020

How to Avoid the 5 Common Estate Planning Mistakes

Legacy planning forces us to consider a time after we’re here, giving us the opportunity to ensure that the ones we leave behind are properly...
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19th May, 2020

COVID-19 and Your Retirement: What you need to know

COVID-19 has had huge consequences on our economy. As Nurse Anesthetists, many of you have felt its effects directly and in real-time because we’re dealing...
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07th April, 2020

The CARES Act and Your IRA: What you need to know

There is no doubt that COVID-19 has caused myriad challenges for everyday Americans. In an effort to support both individuals and businesse affected by the...
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24th March, 2020

Things Feel Crazy. What Do I Do?

Keep Calm and Go to Your Advisor As medical professionals, many of you are beginning to see the fallout of COVID-19, perhaps in a more...
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20th March, 2020

Valuable Tax Planning for a Blissful Retirement

What you need to know. We all want to live in comfort and prosperity. It’s why we work so hard. In an ideal world, this...
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03rd March, 2020

Retirement Income: It’s not what you have. It’s what you keep.

When you create a retirement plan you’re building a dream. You want to live in comfort and stability throughout your golden years. Ensuring a pleasant,...
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04th February, 2020

Student Debt – What CRNAs Need to Know

As financial advisors who’ve worked with CRNAs for almost 30 years, we know that one of the biggest challenges facing CRNAs is student debt. If...
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21st January, 2020


The Secure Act: What you need to know. As a CRNA, you've invested in education and training to build a rewarding career and a comfortable...
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13th December, 2019

Getting Rid of Debt – It’s in the details.

Sometimes debt is a necessary evil. Whether it's paying for school, buying a car, or purchasing a home, most of us will have to borrow...
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28th November, 2019

How Much Can I Put in Retirement Savings in 2020?

There’s great news for 401(k) contributors. 2020 is fast upon us, which makes it the perfect time to start strategizing for next year’s retirement savings....
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25th October, 2019

How to Get the Most Out of Your Solo 401(k)

Helpful advice for salaried CRNAs who also earn independent-income As a CRNA, your high-demand job gives you the ability to generate multiple revenue streams. Nurse...
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14th October, 2019

SEP versus an Independent 401(k):

Building a Retirement Plan for the Self-Employed Nurse Anesthetists As a CRNA, you’ve invested in yourself to build a thriving and valuable career. For those...
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06th September, 2019

How to Protect Your Retirement Savings with a Backdoor Roth IRA

Everyone needs the basic tools to build their wealth and prepare for a comfortable retirement. But Nurse Anesthetists need more than just the basics. Given...
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06th September, 2019

How to build the right retirement strategy

Everyone wants a clear path to a comfortable retirement. As a Nurse Anesthetist security and enjoyment in your golden years requires a game plan customized...
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08th August, 2019

How Much Do I Need to Retire?

When it comes to retirement, there's a new reality. We all know the dream — to live out our golden years in comfort and with...
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20th June, 2019

Why Work with a CRNA Financial Advisor?

As a CRNA, you’ve worked hard to build a fulfilling career that affords you a certain lifestyle. It’s important to maintain that lifestyle throughout your...
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