March Madness 2016

March Madness 2016

We invite you to watch the NCAA Tournament with us at The Sandbar on Friday, March 18th from 12-5pm. Stop in and join us for food, drink and fun!! Feel free to bring your friends along too!!

February Newsletter 2016

February Newsletter 2016

Rates on the Rise: Strategies for Fixed-Income Investors.
Cost of Living: Where You Live Can Affect How Rich You Feel.
Can You Get to a Million Dollars?
How long will I have to pay for private mortgage insurance?
Should I loan my child money for a down payment on a house?

January Newsletter 2016

January Newsletter 2016

Assessing Portfolio Performance: Choose Your Benchmarks Wisely.
Estate Planning Strategies in a Low-Interest-Rate Environment.
Are There Gaps in Your Insurance Coverage?
I’m thinking about storing financial documents in the cloud. What should I know?
What’s the best way to back up my digital information?

National CRNA Week 2016

National CRNA Week 2016

  To celebrate National Nurse Anesthetists Week, CRNA Financial will be hosting an event at Lachey’s on Friday, 1/29, from 7 to 10 PM. Lachey’s is located at 56 E. 12th Street Cincinnati Ohio 45202. We hope you’ll join us for drinks and appetizers as we thank you for your past and future business. Please(…)

December Newsletter 2015

December Newsletter 2015

Assessing Portfolio Performance: Choose Your Benchmarks Wisely.
Estate Planning Strategies in a Low-Interest-Rate Environment.
Are There Gaps in Your Insurance Coverage?
I’m thinking about storing financial documents in the cloud. What should I know?
What’s the best way to back up my digital information?

November Newsletter 2015

November Newsletter 2015

When a Saver Marries a Spender, Every Penny Counts.
Give Your Retirement Plan an Annual Checkup.
Periodic Review of Your Estate Plan.
What is a phased retirement?
Are federal employees eligible for phased retirement?

October Newsletter 2015

October Newsletter 2015

Don’t Forget About Year-End Investment Planning. Think Twice Before Counting on a COLA. Dealing with Medical Billing Issues. How do I create a will?

September Newsletter 2015

September Newsletter 2015

Six Common 401(k) Plan Misconceptions.
2015 Year-End Tax Planning Basics.
Frequently Asked Questions on Opening a 529 Plan Account.
My employer now offers wellness benefits as part of its employee benefits package. But what are they?
How do I compare my health insurance options during open enrollment?