Sean P. Craig Investment Planners, Inc.

09/08/2026

A major concern for the U.S. economy is whether tariffs will cause prices to rise more than consumers can bear, forcing them to pull back on spending.

Check out my latest blog to learn more!

This article explains newly implemented and upcoming tariffs and their potential economic impact.

09/04/2026

In observance of Labor Day, we will be closed on Monday, September 7. We will resume regular business hours on Tuesday, September 8.

Thank you for your understanding, and we wish everyone a safe and enjoyable Labor Day.

09/04/2026

Annual RMDs are based on the account balances of your traditional IRAs and employer plans as of December 31 of the previous year, your age in the current tax year, and your life expectancy as defined in IRS tables.

Let's be honest, RMD's can be confusing. That's why I want to help you. Feel free to contact my office at (309) 820-7443 or by email at [email protected].

09/03/2026

If you are interested in a customized investment approach, a separately managed account (SMA) is a professionally managed individual investment account, in which you hold and control shares of securities such as stocks and bonds.

If this is something that may help you, I would love to be on your team. Feel free to contact me at (309) 820-7443 or by email at [email protected].

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

09/02/2026

Classes are underway at local colleges and Universities, but the world of higher education is constantly evolving.

In fact, I've been studying up on some key updates for the 2026 school year that may impact you.

To learn more, check out my latest blog below:

09/01/2026

The data in this report can provide useful information to investors. For instance, a rising unemployment rate may indicate a slowing economy.

This could impact your portfolio. Feel free to contact my office at (309) 820-7443 or by email at [email protected] if you have any questions.

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

08/28/2026

Annual RMDs are based on the account balances of your traditional IRAs and employer plans as of December 31 of the previous year, your age in the current tax year, and your life expectancy as defined in IRS tables.

If this impacts your financial picture, I would love to help you. Feel free to contact my office at (309) 820-7443 or by email at [email protected].

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

08/24/2026

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream and a plan.

I'd love to help you no matter what financial stage you are in. Feel free to contact my office at (309) 820-7443 or contact me by email at [email protected].

Here are some ideas to help pursue a life of financial freedom.

08/20/2026

Good luck to all the students at Normal West, Normal Community, Bloomington, and Central Catholic as you kick off a new school year! 📚✏️ Believe in yourself, enjoy the journey, and make this year one to remember. Wishing you all a successful and exciting year ahead! 🎓

(Photo courtesy: CCHS, D87, NCHS and NCWHS Facebook)

08/18/2026

You are probably hearing more about Trump Accounts and what they could mean for families planning for their children’s financial future.

If you’re interested in learning how these accounts work, check out my latest blog 👇