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Sussex Wealth Partners LLC

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Sussex Wealth Partners LLC

Our financial advisory firm, Sussex Wealth Partners, specializes in comprehensive wealth management solutions tailored to individuals and families.

With over 70 years of combined experience, our team is dedicated to crafting personalized strategies that a

06/02/2026

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.

True. And it's not even close.

96 OF THE 100 LOWEST NUMBER OF WEEKLY MORTGAGE APPLICATIONS SINCE 1999 HAVE HAPPENED IN THE LAST 3 YEARS! (according to the Mortgage Bankers Association's Mortgage Application Index)

Yet, unemployment today is a fraction of what it was during the financial crisis.

People aren't staying out of the market because they can't qualify. The market is gridlocked. Here's why. 👇

1️⃣ Millions of homeowners locked in at 3 percent during the pandemic. Selling means giving that up for another mortgage that may have a higher interest rate. So they're not moving.

2️⃣ If existing owners aren't selling, inventory can become thin, prices might stay elevated, and buyers wait for something to change.

3️⃣ Most are waiting for rates to drop. But when they do, demand may pick up, competition returns, and that window closes faster than expected.

Here's the truth about market timing: it almost never works the way people picture it.

The better question isn't "When is the right time to buy?" It's "Am I financially ready to move when the right opportunity comes?" 📋

05/29/2026

According to a Fidelity article, for the ‘25-’26 school year, the average published all-in cost at a 4-year public school for out-of-state students is $45,780, and the average private school costs $60,920.

So, because today is 529 Day (it’s 5/29, get it? 😂), it’s a good time to revisit one of the most flexible tools for tackling those numbers.

What 529 plans actually do:

📚 Tax-free growth and tax-free withdrawals for qualified education expenses. State tax treatment will vary, and so will fees and expenses.

📚 Use them for college, trade school, K-12 tuition, and apprenticeships. A 529 can even repay up to $10,000 in student loans.

📚 Whether a 529 qualifies for a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws.

📚 Superfund up to $95,000 in a single year by using five years of gift tax exclusions at once. But remember if you make nonqualified distributions, earnings will be subject to income tax and a 10 percent federal penalty tax.

📚 Minimal impact on financial aid—parent-owned 529s are assessed at a maximum rate of 5.6 percent.

Grandparents, parents, aunts, or uncles can contribute.

And starting in 2026, the K-12 annual withdrawal limit doubles to $20,000.

The best time to start was years ago. The second-best time is now.

05/28/2026

Most parents think the last tuition check means game over for college. The data says it's halftime.

50 percent of parents with adult children still provide regular financial support, spending $1,474 a month to do so. That's more than twice what they're putting toward their own retirement.

Here's what "just helping out a little" actually looks like:

✅ 75 percent of parents aged 45+ are financially supporting at least one adult child, even though over half of those children can meet their own basic needs, according to a 2025 AARP survey.

✅ 42 percent of supporting parents report financial stress. 9 percent have retired early because of it.

✅ 47 percent say they've sacrificed their own financial position for the sake of their kids.

✅ 18 percent say the support could continue indefinitely. They don't see an end in sight.

This isn't about being less generous. It's about being intentional.

Whether your kid just graduated, graduated five years ago, or is still in school, the question is the same: Is your support happening by design or by default?

That's worth a conversation.

05/27/2026

For certain retirees, there is a way to align charitable giving with tax efficiency.

A Qualified Charitable Distribution (QCD) allows eligible IRA owners to send funds directly from an IRA to a qualified charity. When used correctly, this type of distribution can satisfy required minimum distributions while potentially keeping those dollars out of taxable income. It is a strategy that can be especially useful for those who are already giving regularly.

If charitable giving is an important part of your plan and you are in the right age and account range, it may be worth asking your advisory and tax team whether QCDs belong in your 2026 strategy.

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𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Sussex Wealth Partners LLC
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.sussexwealthpartners.com/contact?utm_source=facebook&utm_medium=social&utm_campaign=QCD
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

05/26/2026

Meet Natalie, the first friendly face and welcoming voice many clients experience when they connect with our office.

As our office administrator, Natalie helps keep the day moving, the team organized, and clients informed every step of the way. Her positive attitude, attention to detail, and genuine care for people come through in everything she does.

From greeting clients to coordinating behind-the-scenes communication, Natalie plays an important role in creating the welcoming, efficient, and supportive experience we want every client to have.

We’re grateful to have her as part of the team.

--
𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Sussex Wealth Partners LLC
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://loom.ly/KT6oUTI
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.

05/22/2026

A short financial tune‑up before summer can go a long way.
Before the season gets busy, it can help to quickly review:

Retirement contributions so far this year.

Emergency savings levels relative to current expenses.

Upcoming travel or large purchases and how they will be funded.

A quick pass through these items can help make the rest of the year feel more intentional.

Setting aside even 30 minutes for this review can provide useful clarity before summer plans accelerate.

--
𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Sussex Wealth Partners LLC
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.sussexwealthpartners.com/contact?utm_source=facebook&utm_medium=social&utm_campaign=summer
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

05/21/2026

Cap and gown season is here. 🎓

A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳

The late nights, the stress, the uncertainty about what comes next have all led to this moment.

To the parents and grandparents in the audience pretending they're not emotional: we get it. ❤️

For the new grads, a few things to consider as you start this next chapter:

➡️ Start investing as early as possible, even if it's small. Time is the one advantage you won't get back.

➡️ If your employer offers a retirement plan with a company match, take it. It's free money.

➡️ Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

➡️ Understand your student loans: what you owe, the interest rates, and when payments start.

➡️ Your first budget doesn't have to be perfect. It just has to exist.

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026. 👏

05/20/2026

Thinking about a Roth conversion? Mid‑year can offer useful clarity.

By this point in the year, income, bonuses, and withholdings are often more predictable. That makes it easier to estimate your tax bracket and evaluate whether a Roth conversion aligns with your long‑term tax strategy. Evaluating this now can help avoid surprises later and create more flexible retirement income.

If a Roth conversion is on your radar for 2026, consider using mid‑year as a checkpoint to run the numbers with your advisory and tax team.

--
𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲: Sussex Wealth Partners LLC
𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.sussexwealthpartners.com/contact?utm_source=facebook&utm_medium=social&utm_campaign=roth-conversion
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗨𝘀: [email protected]

05/18/2026

Who else has a pet that runs the household? 🙋

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know. ❤️

Share a pic of your fur baby(ies)! 🐶

Address

33322 E Chesapeake Street Unit 47
Lewes, DW
19958

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Telephone

+13024694402

Website

http://www.sussexwealthpartners.com/

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