Element Wealth Planning

Today, we celebrate Flag Day, a tribute to our nation’s freedom, unity, and resilience. Whether you’re flying Old Glory at home, joining with others in a public celebration, or simply reflecting on what our flag means to you, take a moment today to honor the red, white, and blue. ❤️🤍💙

How are you celebrating Flag Day? Share your pride—or your flag!—in the comments. 📸👇

National Homeownership Month isn't just about buying a house.

It's about what a home represents inside a larger financial life.

For current homeowners, that might mean thinking about how your home connects to your broader goals. For those still renting, it might mean revisiting the timeline and understanding what steps could move things forward.

Either way, housing is one of the biggest financial decisions most people make—and it deserves more than a passing thought once a year.

If you'd like to talk through how your home fits into your bigger financial picture, I'm always happy to have that conversation.



Source: Fred.StLouisfed.org, October 1, 2025

Element Wealth Planning is proud to announce that Erin Winner, FPQP® has successfully passed the NASAA Series 66 - Uniform Combined State Law Examination. By passing this rigorous exam, Erin has achieved full licensure as both an Investment Adviser Representative and a Securities Agent.

With this designation, Erin Winner has been promoted to an Associate Advisor at Element Wealth Planning.

“Passing the Series 66 is a major milestone in my career,” said Winner. She will be able to fully assist clients in navigating their financial futures and providing comprehensive advisory services. Erin works closely with Glenn Sweeten, CFP®, CPFA®, owner and wealth advisor of Element Wealth Planning as an effective financial planning team.

Thank you to everyone who joined us aboard the Cape Water Taxi for a scenic cruise and dolphin-watching adventure. We loved spending time with such a great group and hope you enjoyed the beautiful views, good company, and memorable moments as much as we did.

If you snapped any photos during the trip, we’d love to see them! 📸 Please share your favorite pictures in the comments below and don’t forget to tag yourself and your friends in the photos!

Thank you for being part of such a fantastic event!

Here's a number worth sitting with: as of late 2025, the U.S. homeownership rate stands at 65.7%.

That's roughly two out of every three households.

And it's held steady—even through elevated mortgage rates and shifting market conditions.

What that tells us is that homeownership is still deeply woven into how Americans build their financial lives. It remains one of the most common ways families create memories and connect with the community.

If you're among those two-thirds, this month is a good moment to reflect on what that decision has meant for your household. If you're working toward it, know that millions of others have walked that same road.



Source: Census.gov, September 9, 2025

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

Men's Mental Health Awareness Month reminds us that strength isn't about having it all figured out— it's about being brave enough to be human 💙

Real Talk: Asking for help isn't weakness, it's wisdom. Growing through your struggles instead of hiding them? That's courage. And leaning on your people when life gets heavy is what they're there for.

Your journey doesn't have to be perfect to be powerful. Every mistake is a lesson, every setback an opportunity for growth, and every time you choose healing over hiding, you're making space for other men to do the same.

You're not alone.

Love, identity, and authenticity deserve to be celebrated—today and every day. 🌈

This Pride Month, we recognize and honor the LGBTQ+ community for the strength, courage, and joy they bring to every space they’re part of.

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.