Crabtree Financial Group, LLC

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.

06/26/2026

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

06/19/2026

Schools are ditching economics for “money classes,” and it could change how students handle debt forever. Here’s what students are learning now:

Real-World Skills First: Budgeting, credit scores, taxes, and investing are replacing theory in many classrooms.

Smarter Borrowing: Students are calculating loan payments and weighing college costs before committing.

Life Impact Matters: Financial literacy is proving more useful for everyday decisions than traditional economics.

See why more states are making this a graduation requirement: https://bit.ly/4rE1bFi

States are trading one requirement for another as they emphasize practical education.

06/12/2026

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, technology, and social connections can deliver lasting rewards. Read about 5 lifestyle upgrades. https://bit.ly/4vz3VpC

Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.

06/05/2026

June is a smart time to check in on the money habits you’ve built so far this year. Poor financial habits can quietly derail savings, increase debt, and limit future options, but small changes can help you get back on track before year-end.

Build a budget: Track income and expenses for at least 30 days to see where your money actually goes.
Automate savings: Set up payday transfers so you are saving before the money can be spent.
Face debt directly: Review balances, terms, and interest rates so you can prioritize repayment strategically.
Small habit changes today can reshape your financial future. Here’s where to start: https://bit.ly/4fdHvFD

The first step in addressing poor financial habits is recognizing that meaningful change begins with individual actions.

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.