LionCrown Wealth Management

LionCrown Wealth Management Our firm specializes in helping individuals and families develop sound financial plan strategies to

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go...
09/14/2023

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.

How to find a lost 401(k):
1. Contact your old employer's HR department
2. Check old 401(k) statements for account details
3. Use look-up databases like the National Registry of Unclaimed Retirement Benefits or the National Association of Unclaimed Property Administrators
4. Check the Department of Labor's abandoned plan database

Once you've located your plan, you can:
🔁 Request a direct rollover to your new employer's plan
💼 Transfer the funds into an existing IRA
🤔Cash it out (but beware of taxes and penalties)


Source:

Rolling over an old 401(k) into a new plan can be a pain, but it's typically worth the hassle.

As we are nearing the end of the first half of 2022, the number one question I am hearing is, "When are we going to see ...
06/30/2022

As we are nearing the end of the first half of 2022, the number one question I am hearing is, "When are we going to see the stock market reach the bottom?" Do you answer that question as a bull? A bear? Or perhaps a lion?

As we are nearing the end of the first half of 2022, the number one question I am hearing is,

Whether you realize it or not, you’ve allocated your assets.
02/10/2022

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

Not sure where to start when setting your goals for the New Year? Check out these ideas from Parade:       #2022
01/11/2022

Not sure where to start when setting your goals for the New Year? Check out these ideas from Parade: #2022

Lose weight. Quit social media. Cut out alcohol completely. Blah blah blah snoozefest. These are all good goals, don’t get me wrong. But we set the same New Year’s resolutions every single year and then… never really stick to them. So, for 2022, why not shake things up a bit and try creating r...

12/24/2021
NASA's newest X-ray observatory rocketed into orbit Thursday to shed light on exploded stars, black holes, and other vio...
12/17/2021

NASA's newest X-ray observatory rocketed into orbit Thursday to shed light on exploded stars, black holes, and other violent high-energy events unfolding in the universe. ABC News has the details:

NASA’s newest X-ray observatory is circling the world after launching from Kennedy Space Center

"A calm mind is able to see things logically and with clarity.  Stillness of mind can only be achieved by relieving it o...
11/08/2020

"A calm mind is able to see things logically and with clarity. Stillness of mind can only be achieved by relieving it of negativity. To relieve the mind of negativity, it becomes necessary to rid it of waste and fill it with nothing but positivity." - Anonymous

While sheltering in place, staying physically active is crucial. Not sure where to start? Search online to find free fit...
09/09/2020

While sheltering in place, staying physically active is crucial. Not sure where to start? Search online to find free fitness classes for all ability levels. At-home options range from yoga to weightlifting and everything in between.

How to keep your mental and physical health while working from home.

As the weeks roll on, it can be tough to stay motivated, especially when those comfy pajamas are calling your name. But ...
09/07/2020

As the weeks roll on, it can be tough to stay motivated, especially when those comfy pajamas are calling your name. But dressing well at home can help prime your brain for a productive workday.

As quarantine drags on and Zoom overtakes real life, the time comes for men to tug on the hard pants and look ready for business.

When telecommuting for the first time, patience is key. You’re certain to encounter new types of distractions and frustr...
09/03/2020

When telecommuting for the first time, patience is key. You’re certain to encounter new types of distractions and frustrations, so treat yourself (and your coworkers) with understanding and kindness.

Working where you live is not as easy as it sounds, especially if you have other people in the space. Here’s how to avoid the darker side of remote work.

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5200 Meadows Road Suite 200
Lake Oswego, OR
97035

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