Crown Advisors, LLC

Crown Advisors, LLC 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.

03/05/2026

The Lawnmower Number Myth

Hitting a certain portfolio number doesn’t automatically mean you’re ready to retire.

Your expenses, healthcare costs, taxes, income sources, and lifestyle goals all matter. Retirement isn’t about reaching a random target — it’s about having a structured plan built around your purpose.

Accumulate with intention. Retire with clarity.

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Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & John Foard, CFP®

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Crown Advisors, LLC is not a registered investment adviser, nor an insurance company, but is the LLC that holds both Crown Private Wealth, LLC, a registered investment adviser, and Crown Insurance Advisors, LLC., an insurance provider. Important disclosures regarding the business, conflicts of interests, and other pertinent information is found on the specific entity website along with required regulatory documents and disclosures. Crown Advisors, LLC is separate but affiliated with Crown Private Wealth, LLC and Crown Insurance Advisors, LLC. All three entities have a similar ownership structure.

Crown Private Wealth, LLC is a registered investment adviser located in North Carolina. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following states NC, SC, & WV. Advisor’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

03/04/2026

You Have a Partner in Your Retirement Accounts

Tax deferral isn’t the same as tax planning.
If most of your wealth is sitting in 401(k)s or traditional IRAs, remember — you don’t fully own that money yet. The IRS is your silent partner.

The question isn’t just how much you’ve saved.
It’s how much you’ll actually keep.



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Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & Foard, CFP®

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Crown Advisors, LLC is not a registered investment adviser, nor an insurance company, but is the LLC that holds both Crown Private Wealth, LLC, a registered investment adviser, and Crown Insurance Advisors, LLC., an insurance provider. Important disclosures regarding the business, conflicts of interests, and other pertinent information is found on the specific entity website along with required regulatory documents and disclosures. Crown Advisors, LLC is separate but affiliated with Crown Private Wealth, LLC and Crown Insurance Advisors, LLC. All three entities have a similar ownership structure.

Crown Private Wealth, LLC is a registered investment adviser located in North Carolina. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following states NC, SC, & WV. Advisor’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

03/03/2026

The Real Risk Isn’t the Market

Market volatility isn’t what derails most retirements — behavior does.
How you respond to downturns, stress, and uncertainty will impact your long-term results more than any single rate of return.

Returns matter. But discipline, structure, and a real plan matter more.



-----------------------------

Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & John Foard, CFP®

-----------------------------

Crown Advisors, LLC is not a registered investment adviser, nor an insurance company, but is the LLC that holds both Crown Private Wealth, LLC, a registered investment adviser, and Crown Insurance Advisors, LLC., an insurance provider. Important disclosures regarding the business, conflicts of interests, and other pertinent information is found on the specific entity website along with required regulatory documents and disclosures. Crown Advisors, LLC is separate but affiliated with Crown Private Wealth, LLC and Crown Insurance Advisors, LLC. All three entities have a similar ownership structure.

Crown Private Wealth, LLC is a registered investment adviser located in North Carolina. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following states NC, SC, & WV. Advisor’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

02/26/2026

A market crash alone doesn’t ruin retirement — behavior does.

Selling after declines, sitting in cash too long, and trying to time your reentry can quietly derail your income strategy. Emotion — not volatility — is often the real risk.

The goal isn’t avoiding market swings. It’s building a retirement plan designed to survive them.

Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & John Foard, CFP®

02/25/2026

This rally feels extreme — but history says otherwise.

Since 1926, market expansions have averaged about 6 years with 21% returns. Our current run? Just over 2 years, right in line with historical averages.

When investors say “this rally is too strong,” what they often mean is “I’m nervous.” Emotion — not data — is what causes long-term portfolio damage.

Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & John Foard, CFP®

02/24/2026

Most retirees fear the next crash will destroy their retirement.
But nearly 40% of market history has been spent in declines or recoveries — volatility is normal.

If a downturn would ruin your retirement, the real issue may be your portfolio structure… not the market.

Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & John Foard

02/19/2026

If your work was your identity… who are you without it?

Retirement doesn’t just take away your paycheck — it can take away your title, your structure, and the identity you carried for decades. CEO. Executive. Director. Gone overnight.

Before you retire, ask yourself: "Who am I going to be on the other side of work?"

Full Episode: 🔗 in the Comments

Retire Stronger with Bill Kearney & John Foard, CFP®

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132 Joe Knox Avenue, Ste 104
Mooresville, NC
28117

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