Element Wealth Planning

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Element Wealth Planning Full service fiduciary financial planning and wealth management firm, located in Georgetown, DE.

This October, let's unite in support of those impacted by breast cancer, their families, and those currently battling th...
10/18/2026

This October, let's unite in support of those impacted by breast cancer, their families, and those currently battling the disease. Together, we can create a network of strength, resilience, and hope.
💞

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By ...
10/17/2026

During Breast Cancer Awareness Month, we want to emphasize the importance of early detection and regular screenings. By staying informed and taking proactive steps, we can empower ourselves and our loved ones in the fight against breast cancer. 💪

Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow ef...
10/16/2026

Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively?

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your busin...
10/15/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

October has arrived, marking the beginning of U.S. Financial Planning Month. Throughout this month, we will be sharing v...
10/14/2026

October has arrived, marking the beginning of U.S. Financial Planning Month. Throughout this month, we will be sharing valuable insights and practical tips to help you make informed decisions. Our goal is to assist you in taking control of your financial goals. Let's make October a time to pause and reflect on your financial path and your goals.

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.co...
10/13/2026

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.com.

That makes things simpler for a lot of families. It's rarely a true either-or decision. Many households end up using both accounts, each one doing its own job. If you're weighing how Trump Accounts and a 529 might fit your family, bring it up the next time we talk.

#529

October is National Women’s Small Business Month—and there’s never been a better time to recognize the women shaping our...
10/11/2026

October is National Women’s Small Business Month—and there’s never been a better time to recognize the women shaping our economy from the ground up.

Women now own over 14 million businesses in the U.S.—that’s nearly 39% of all businesses, generating $2.7 trillion in revenue. From startups to legacy shops, their impact is undeniable.

Programs like SBA-backed loans, Women’s Business Centers, and the Women-Owned Small Business Federal Contracting Program are helping clear the path (SBA.gov, Oct 2024)—but the real power is in the women who show up every day to build something of their own.

This month, let’s celebrate their momentum—and keep moving it forward.



Business.com, October 2024.
https://www.business.com/articles/womens-small-business-month/

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the ...
10/10/2026

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the money stays locked up until January 1 of the year they turn 18. After that, it works like a traditional individual retirement account. The IRS in 2026 clarified that family, friends, and employers can contribute up to $5,000 per child per year, with employers capped at $2,500 of that.

A 529 runs on different rules. There's no federal cap on yearly contributions, though each state sets its own lifetime limit. The IRS says that a parent can contribute up to $19,000 per year ($38,000 for a couple) without any gift tax paperwork. Money can be withdrawn at any time for qualified education costs, and the earnings are exempt from federal tax.

#529

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, su...
10/08/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this dise...
10/07/2026

October is Breast Cancer Awareness Month, a time to come together as a community and support those affected by this disease. Let's spread awareness, show compassion, and stand strong against breast cancer. 💗

Address

120 S Bedford Street
Georgetown, DE
19947

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13025151884

Website

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