Featured Publications, Crown News and Events

Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most, there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table, and you lack control of the asset. Let me explain why.

Zac O'Brien '09 was a man of many talents in his time at LR. A member of the Bears football team and Theta Chi fraternity, O'Brien was a scholar athlete graduating with a Bachelor of Science in finance and accounting, while earning a place on the dean's list.

Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. If you’re an employee with company stock as a part of your compensation, there are many important decisions to be made. If done correctly, the positive impact on your long-term goals can be substantial. However, it takes careful planning to ensure you’re maximizing the benefit you receive while being cautious of the potential tax consequences.

Publication: Business Insider. Featuring: Nick Kolbenschlag. With a great deal still left to be decided, and SBA guidance forthcoming that could change even that which has been determined to date, keeping plenty of accurate documentation of each dollar of PPP funds spent is the best strategy to maximize forgiveness, Nick Kolbenschlag, the cofounder and managing partner of the financial-services firm Crown Wealth Group in Charlotte, North Carolina, told Business Insider.

Publication: Business Insider. Featuring: Nick Kolbenschlag. "The quote 'follow the money' comes to mind here, where being able to track and prove what was spent is extremely important for getting your loan forgiven," Nick Kolbenschlag, the cofounder and managing partner of the financial-services firm Crown Wealth Group in Charlotte, North Carolina, told Business Insider.

Publication: Thrive Global. Featuring: Nick Kolbenschlag. What licenses do you have and how do I know which hat you’re wearing when advice is delivered? Financial Advisor has become an all-encompassing term in the financial advice world, so it’s difficult to distinguish who you are actually working with.