What are the opening hours?

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

Crabtree Financial Group, LLC

Home
United States
Normal, IL
Crabtree Financial Group, LLC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Crabtree Financial Group, LLC, Financial planner, 1713 Fort Jesse Road, Suite A, Normal, IL.

05/29/2026

Retirement redefined! Former teacher, Jeff Kellert, found a new purpose and community through volunteering. But it isn't just about giving back; it's a powerful way to boost health and happiness. Ready to make a difference post-career? Learn more: https://bit.ly/3yJt3T0

When helping others, volunteers also help themselves. They might even live longer. Jacquelyn Stephens is a psychologist at the nonprofit Mather Institute who researches how to age well.

05/22/2026

Identity theft can happen fast, but a few smart habits can make you harder to target.

Lock your credit: A credit freeze at all three bureaus can help prevent new accounts from being opened in your name.

Strengthen logins: Use unique passwords, a password manager, and two-factor authentication whenever possible.

Stay alert: Review financial accounts and credit reports regularly so you can catch suspicious activity early.

Read the full checklist of steps to help protect your personal and financial data: https://bit.ly/3RhIs5P

Taking strides to protect personal data is important to safeguard one’s financial security.

05/15/2026

Markets are hitting all-time highs, even as conflict in the Middle East rattles oil prices. How are investors looking past the noise? Watch the latest Market Observatory from Commonwealth to learn why markets have stayed resilient and which risks to watch: https://bit.ly/4dp8lIm

Will the strength of corporate earnings outweigh the inflation risk? Chris and Sam take a closer look in the latest episode of the Market Observatory.

05/08/2026

Peace talks between the U.S. and Iran just sent oil prices tumbling 8%, and stocks surging. A potential deal to reopen the Strait of Hormuz could bring relief at the gas pump and on airfare. Read what's in the proposed agreement and what happens next: https://bit.ly/4ey7V4K

US oil prices fell nearly 10% on Wednesday after news that a peace deal could be close. Stocks jumped and bond yields tumbled.

04/24/2026

Waiting until your 30s to focus on money could cost more than you think. Your 20s may be the most valuable decade for building financial momentum.

Time is the Advantage: Starting early gives compounding more years to work, turning smaller savings into larger long-term growth.

Don’t Miss Free Money: Skipping a workplace retirement plan can mean losing years of potential employer matching contributions.

Lower Future Pressure: Building habits and savings now may reduce the strain of bigger expenses later, like housing or family costs.

See why small moves in your 20s can have an outsized impact later: https://bit.ly/4sSJT7Q

Engaging in financial planning is crucial in your 20s because it builds good habits, creates positive momentum and prepares you for the squeeze years.

04/17/2026

For young investors navigating today's markets, it’s easy to feel uncertain. Financial Literacy Month is a reminder that the basics still matter. Choose budgeting, consistency, and long-term planning over reacting to short-term volatility. Learn more: https://bit.ly/4c6pWW2

April is Financial Literacy Month, and experts say young people need help more than ever navigating uncertainty, rising costs and more.

04/10/2026

Family financial planning doesn't have to be a source of stress, but it does require a plan:

Hold quarterly "state of the union" meetings: Talk openly about goals, spending, and priorities as a family, and include the kids. It builds healthy money habits for everyone.

Balance debt payoff with investing: If debt is above 6–7% interest, prioritize paying it down, but always contribute enough to your 401(k) to capture your employer match.

Protect what you're building: An emergency fund covering 3–6 months of expenses, proper insurance, and an estate plan are the safety nets your family needs.

Source: https://bit.ly/4vijCCg

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family

03/27/2026

Taxes don’t disappear in retirement; they often become your biggest expense. Here are 3 strategies wealthy investors use to keep more of what they’ve built:

Use Roth Conversions: Shift assets into tax-free accounts during lower-income years to reduce future tax burdens.

Give Strategically: Charitable tools like donor-advised funds and QCDs can lower taxable income while supporting causes.

Diversify for Taxes: Mixing taxable, tax-deferred, and tax-free accounts adds flexibility and minimizes long-term tax drag.

See how high-net-worth retirees plan smarter around taxes: https://bit.ly/4st0CiB

6 financial advisers give their advice on how wealthier Americans can minimize their tax burden in retirement

02/27/2026

The Supreme Court struck down most of the recent tariffs, but the bigger story for investors is what happens next. Here’s what you need to know, according to Chris Fasciano, Commonwealth’s Vice President, Investment Management and Research:

Legal shift, not an end: In a 6–3 decision, the Court ruled the use of the International Emergency Economic Powers Act (IEEPA) exceeded presidential authority, and questions about refunding roughly $175 billion in collected tariffs now move to lower courts.

Tariffs could return: The administration can still impose duties under the Trade Act of 1974, meaning many of the struck-down tariffs could be reinstated later this year.

Expect market swings: Trade headlines may cause short-term ups and downs, but strong corporate earnings growth continues to support the broader market.

Source: https://bit.ly/4kZ5fyg

Commonwealth's Chris Fasciano unpacks what the Supreme Court decision on tariffs means for markets and trade.

02/20/2026

Five years from retirement? That’s when small mistakes can have big consequences. Here’s what to consider:

• Don’t rush the Roth: Maxing out Roth contributions right before retirement can mean paying higher taxes than necessary. Converting funds after retiring, when income drops, may be more tax-efficient.

• Build flexibility: Having all your savings in retirement accounts limits your options. Keeping some money in taxable accounts may help cover big expenses without triggering large tax bills.

• Know your number: Calculate your real monthly spending and run projections. Without clear expenses and a finish line, it’s difficult to know if you’re truly ready.

Source: https://bit.ly/4aVWIsd

When retirement is in reach, financial planning gets serious — and there's a heightened risk of making serious mistakes, too. Here are five common slipups.

Address

1713 Fort Jesse Road, Suite A
Normal, IL
61761

Opening Hours

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

Website

http://crabtreefinancial.com/

Alerts

Be the first to know and let us send you an email when Crabtree Financial Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Crabtree Financial Group, LLC:

Want your business to be the top-listed Accountant in Normal?