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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Crown Advisors, LLC, Financial planner, 132 Joe Knox Avenue, Ste 104, Mooresville, NC.

11/02/2026

What's the #1 retirement planning challenge we see — even for clients who've saved well?
Spending the money.
The paycheck stops. The permission to spend never quite arrives.
Our latest piece explores why income structure matters more than account balance in retirement — and how expense sequencing, tax planning, and guaranteed income sources can work together to replace the confidence a paycheck once provided. Link in comments

10/29/2026

If you're thinking about leaving your job in your 50s, there's an IRS rule you should know before you move any retirement funds.

The Rule of 55 lets you take money from your 401(k) before age 59½ without the 10% penalty.

But the timing isn't based on your birthday as many people assume. Screenshot the question to ask HR about lump sum toward the end of this video.

Get a Complimentary Retirement Assessment: Link in bio → crownadvisorgroup.com

10/22/2026

Over age 50 and earned $150K+ last year? Your 401(k) catch-up rules changed in 2026. Payroll probably didn't tell you.

Get a Complimentary Retirement Assessment: Link in bio → crownadvisorgroup.com

10/09/2026

Find us on https://linktr.ee/retirestronger

Here's something many people don't realize about Social Security — and it's worth understanding as part of your retirement plan.

Social Security isn't structured like a personal savings account. There is no individual account holding your contributions. The Trust Fund holds special-issue U.S. Treasury bonds — obligations of the federal government — not a pool of cash set aside for future retirees.

According to the 2026 SSA Trustees Report, under current law:
• The retirement trust fund is projected to reach depletion around 2032
• At that point, benefits could be reduced to approximately 78% of scheduled amounts
• By 2100, the program is projected to pay approximately 65% of promised benefits

Congress has historically acted to address Social Security's finances before projected shortfalls occurred — and could do so again. These are projections, not guarantees.

Workers who retired decades ago generally received benefits well above their contributions, reflecting an era when the worker-to-beneficiary ratio was much higher (~16.5 to 1 in 1950 vs. ~2.6 to 1 today). Workers paying into the system now face a different projected picture — which is worth factoring into a comprehensive plan.

Social Security also provides disability and survivor benefits throughout your career — not just at retirement.

Want to understand how Social Security fits your specific situation? Crown Advisors, LLC offers complimentary, no-obligation retirement assessments.

https://www.crownadvisorgroup.com/blog

09/22/2026

Three weeks since Beyond Getting Out of Debt launched, and we wanted to take a second to say thank you.

To everyone who read an early copy, left a review, shared a post, or just sent an encouraging message — this book exists in the world the way it has because of that support, not because of anything we did alone.

It’s still available anytime on Kindle and paperback, and it’s not going anywhere — if you haven’t picked it up yet, there’s no rush, but we’d still love for you to read it.

Book Link: https://linktr.ee/retirestronger

09/15/2026

Starting Thursday, 9/17 through Friday 9/18, Beyond Getting Out of Debt is FREE on Kindle. No catch — we’re just trying to get the book in front of more people who could use it.

→ Amazon link -> https://linktr.ee/retirestronger

If you don’t have a Kindle, the free Kindle app works on any phone or tablet. Grab it while it’s up, and if you’ve already read it, sharing this post with someone who hasn’t is just as good as a review. 🙏

09/07/2026

Launch week for Beyond Getting Out of Debt is officially in the books (pun very much intended).

Genuinely grateful for everyone who bought a copy, left a review, or shared it with someone this week — for an independent book, that support is the whole ballgame.

Book Link: https://linktr.ee/retirestronger

If you’ve read any part of it and haven’t left a review yet, it takes about 60 seconds and helps more than almost anything else at this stage: → https://buff.ly/9VHb4wZ

On to week two. Thank you for being part of this.

09/04/2026

A few days into launch week for Beyond Getting Out of Debt, and we believe you may have the, “I wish I’d read this 10 years ago” feeling after reading this.

That’s really the whole point of the book — the framework doesn’t just apply if you’re starting from scratch. It may be useful whether you’re 25 and just starting out, or 55 and rethinking a decision you made decades ago.

Still available at $2.99 on Kindle this week. Link in the comments — and if you’ve grabbed a copy, thank you. It means more than we can say.

Book Link: https://linktr.ee/retirestronger

09/01/2026

IT’S HERE. 🎉

Beyond Getting Out of Debt is live on Amazon as of this morning — Kindle ($2.99) and paperback ($9.99).

→ Amazon link -> https://a.co/d/08VW407S

This book is for anyone who’s done everything “right” with money and still doesn’t feel ahead. It’s about the difference between debt that can build your future and debt that quietly drains it.

If you grab a copy, we’d be so grateful for an honest review once you’ve had a chance to read it — it makes a bigger difference than you’d think for first-time authors.

Book Link: https://linktr.ee/retirestronger

Thank you to everyone who’s supported us along the way. Today means a lot to both of us. 🙏

Address

132 Joe Knox Avenue, Ste 104
Mooresville, NC
28117

Website

https://linktr.ee/retirestronger

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