Element Wealth Planning

06/03/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

06/02/2026

06/01/2026

🧠💜 June is Alzheimer’s Awareness Month 🌿

Millions of families are impacted by Alzheimer’s disease, a condition that affects memory, independence, and daily life. This month, we stand together to raise awareness, support caregivers, and advocate for research toward a cure. 🕊️🔬

Early detection and planning can make a big difference. If you or your loved ones are facing memory challenges, take inspiration from this month’s focus to explore resources, learn about this condition, and prepare for the future. 📚🗓️

Join us as we spread awareness and show support for those affected. 🤝💜

05/31/2026

☀️📚 Summer vibes with a twist of finance! What's on your money reading list? 📖 Whether you're an armchair sociologist or a budding historian, find the perfect beach books for the summer. Dive into wealth history, timeless tactics, strategic thinking, and epic trades. Turn some pages and level up your financial reading!

05/26/2026

Join us in congratulating Andrew on successfully passing the Series 7 exam (General Securities Representative Qualification Examination) this past Friday.

This accomplishment reflects his hard work, dedication and commitment to continuing his professional growth in the financial industry. We are excited to see him continue building on his achievement as part of the team at Element Wealth Planning. Congrats Andrew!

05/26/2026

Join us in wishing Glenn Sweeten the happiest of birthdays today!

05/25/2026

Happy Memorial Day from Element Wealth Planning!

Memorial Day is a time for remembrance and a reminder of the price so many men and women have paid in service to our great country. It is also a time to admire the bravery and dedication of those who serve our country and to be grateful for their selfless contributions.

This meaningful day resonates with so many of us. We recognize the effort that our service members give every day – and the families that support them while they are at home and abroad.

05/25/2026

Attention: Our office will be closed on Monday, May 25th for the Memorial Day holiday. Happy Memorial Day!