Sean P. Craig Investment Planners, Inc.

Sean P. Craig Investment Planners, Inc. Securities offered through Investment Planners, Inc., Member FINRA/SIPC. Investment advisory service

Congrats to the Saints!
06/05/2026

Congrats to the Saints!

🚨 HISTORY-MAKERS! 🚨 Congratulations to our ⚜️💙 Softball team for becoming the first team in program history to win an IHSA Sectional Championship!

The team will play this Monday, 4:00pm, at Millikin University, in the Super-Sectional game. ⚜️🥎

Thinking about buying a car?
06/04/2026

Thinking about buying a car?

Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

Tax season may be behind you, but don’t stash away your tax return quite yet. 🤔 It’s full of information that might help...
06/04/2026

Tax season may be behind you, but don’t stash away your tax return quite yet. 🤔

It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. 😲

What do I mean by that? Check out my latest below to learn more 👇

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification. T...
06/03/2026

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification.

To learn how this could impact you, check out our latest news article. 👇

Have questions? I'd love to help. Contact my office at (309) 820-7443 or by email at [email protected].

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

When planning for the potential cost of long-term care, you've probably considered long-term care insurance (LTCI). But,...
06/02/2026

When planning for the potential cost of long-term care, you've probably considered long-term care insurance (LTCI). But, premiums can be expensive, and if you do buy the coverage, you probably hope you never have to use it.

But an asset-based plan may be a viable option available for long-term care planning that might merit a second look.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Gas prices have skyrocketed due to the Iran war, reaching levels not seen since the Russian invasion of Ukraine in 2022....
06/01/2026

Gas prices have skyrocketed due to the Iran war, reaching levels not seen since the Russian invasion of Ukraine in 2022.

But when will prices come down? Over the weekend, my team and I put together our latest newsletter.

Check it out:

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

The amount of money in the Artificial Intelligence space is unreal. 🫨 Corporate spending on gen AI by businesses worldwi...
05/29/2026

The amount of money in the Artificial Intelligence space is unreal. 🫨

Corporate spending on gen AI by businesses worldwide is expected to increase from $61.9 billion in 2025 to more than $202 billion in 2028, as executives aim to keep up with competitors, unleash cost savings, and improve profit margins down the road. 💵

How does AI change the game? Check out my latest newsletter to find out:

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay tax...
05/28/2026

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll over the account to another tax-deferred plan.

This can be confusing, but I'd love to help you. Feel free to contact my office at (309) 820-7443 or by email at [email protected] to learn more.

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal tax pen...
05/27/2026

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers a 10% federal tax penalty, on top of any federal income taxes due.

Want to learn more? Contact my office at (309) 820-7443 or by email at [email protected].

Tax-deferred retirement account withdrawals before age 59½ generally triggers a 10% federal tax penalty.

The retirement savings landscape has changed dramatically over the past 50 years, starting with the introduction of trad...
05/26/2026

The retirement savings landscape has changed dramatically over the past 50 years, starting with the introduction of traditional IRAs in 1975.

Feel free to contact my office at (309) 829-2345 or by email at [email protected].

I look forward to helping you!

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

Address

207 W Jefferson Street, Suite 101
Bloomington, IL
61701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13098207443

Website

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