Crabtree Financial Group, LLC

08/28/2026

Teaching your kids about money could save you from future financial headaches. Experts suggest discussing spending habits, offering allowances, and even turning savings into a competition. Learn creative ways to make finance fun for children: https://bit.ly/2yZFlnw

Set your kids up for long-term financial success by teaching them early about money.

08/21/2026

It takes more than money to be a rich retiree. Maintaining wealth and happiness in retirement requires a combination of smart financial habits and intentional lifestyle choices:

Spend with Purpose: Balance a mindful budget with enjoying your wealth on experiences that bring you joy.

Invest Wisely: Diversify your portfolio and determine a safe withdrawal rate to ensure your wealth lasts.

Prioritize Well-being: Live with a sense of purpose, stay active, and build a team of trusted professionals to help manage your legacy.

Discover 12 habits wealthy retirees use to stay rich and happy: https://bit.ly/kplngjkkbjerTh

From prioritizing spending and investing wisely to using debt thoughtfully, rich retirees get it right. Ready to build a roadmap for your meaningful journey?

08/14/2026

Your retirement isn’t one big decision—it’s a series of age‑based milestones. From catch‑up contributions at 50 to Medicare at 65, each age unlocks a new move. Explore the key ages to know and the moves to consider along the way.

There are some important financial actions to take at various ages, so know what you can do when.

08/07/2026

Oil prices kept markets on edge in July, while consumer spending and business investment pointed to economic growth. Could Middle East tensions or the midterm elections bring more volatility? Watch the latest Market Thoughts video from Commonwealth: https://bit.ly/3U14MSx

July was a mixed month for markets, but will August be more of the same? Find out in our latest Market Thoughts video from Commonwealth's Chris Fasciano.

07/31/2026

Teaching kids about money doesn’t require a formal lesson. Everyday choices can help them practice budgeting, saving, and decision-making in ways that feel natural.

💬 Talk openly: Discuss costs, household budgets, and needs versus wants during grocery trips, shopping, or meals.
🎯 Make goals visible: Use jars or trackers to show progress toward something meaningful, such as a bike or video game.
🤝 Let them learn: Give kids small amounts to manage, then talk through mistakes without judgment or immediately bailing them out.

Explore more practical ways to raise financially confident kids: https://bit.ly/4wWQbG2

At the grocery store, Jamie Corum sets a two-minute timer for her 10-year-old daughter to look around. Then she resets it to 10 minutes so her daughter

07/24/2026

Headlines moved markets in the first half of 2026, but strong earnings provided support. Geopolitics, AI spending, Fed policy, and broader diversification may shape what comes next. Explore key themes to watch in the LPL 2026 Midyear Outlook: https://bit.ly/4vFfGuo

What's in store for markets? Commonwealth's Chris Fasciano provides analysis and insight as we head into the second half of the year.

07/17/2026

Thank you to everyone who participated in our recent community outreach event. Together, we prepared dinner for families at the Ronald McDonald House Charities in Peoria, and raised over $3,000. Our support furthered their mission of providing comfort, care, and resources to families during challenging times. We are grateful for the opportunity to give back alongside our clients and make an impact in our community.

07/17/2026

We recently stepped away from our desks and onto the driving range for a team golf lesson with Craig Onsrud at Ironwood Golf Course. The morning was a great opportunity to learn new skills, enjoy time together, and strengthen the connections that make our team successful. Thank you, Craig, for the excellent instruction and fun experience.

07/10/2026

World Cup season is a reminder that great teams are built with intention. The same is true of your financial plan. Emergency savings, insurance, debt strategy, investing, taxes, and long-term goals each play a role. Do you have every position covered?

07/04/2026

This Fourth of July, independence is worth celebrating (and planning for). Wishing you and your family a safe, joyful holiday.