Element Wealth Planning

07/17/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.



Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

07/15/2026

Please note Glenn Sweeten will be out of the office from Tuesday, July 21 through Wednesday, August 5. He will return on Thursday, August 6, 2026.

During this time, our team will be available to assist you with any questions or needs that may arise. Please don't hesitate to contact the Element Wealth Planning team at 302-515-1884 or email at [email protected]. We'll be happy to help and ensure your request is handled promptly.

07/14/2026

Sometimes the smallest details make the biggest difference. This post reminds small business owners that retirement benefits aren't just for big companies, and that something as straightforward as number of employees can determine whether a SEP-IRA or SIMPLE IRA is the better fit.

07/06/2026

07/03/2026

Join us in wishing Erin Winner the happiest of birthdays today!

07/03/2026

Please note our office will be closed on Friday, July 3rd for the holiday. We will re-open on Monday, July 6th. Thank you for understanding.

06/30/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.