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Elite Financial Group

The Moneyist: I’m 30. My wife is 34. We saved $350K and I have $350K saved for retirement. Should we pay cash for a home — or take out a mortgage and invest it?

by Elite Financial Group | Apr 7, 2021 | Personal Finance

‘We have been cheaply renting for the last three years, and living as if I were still a very poor graduate student. During this time, we paid off all of our debts.’

In a world of #fakenews, more Americans are getting their COVID-related news from the same place

by Elite Financial Group | Apr 7, 2021 | Personal Finance

Social media doesn’t help people differentiate what is real from what is fake, but this class of publications might.

The Moneyist: My cautionary tale — $11,000 is now in limbo after an $11 mistake on my 2020 tax return

by Elite Financial Group | Apr 7, 2021 | Personal Finance

‘Because of my mistake, I’m still waiting for our $5,400 refund, and our $5,600 stimulus payment.’

The Moneyist: My second husband, 86, and I have 12 kids between us. He wants me to leave him everything — and will pass on the inheritance to my 5 children

by Elite Financial Group | Apr 6, 2021 | Personal Finance

‘He wants to leave the house to his children, but says if I outlive him I can live in it or rent somewhere if I wish to move.’

The Moneyist: I’m a farmer in my late 30s, live a frugal lifestyle, and my son has a disability. Should I pay extra on my mortgage — or save for retirement?

by Elite Financial Group | Apr 6, 2021 | Personal Finance

‘I have experienced one devastating year where my crop was destroyed and I only had $20,000 in crop insurance to live on that year.’

The Moneyist: My second husband doesn’t get along with my son. I brought most of the wealth into our marriage. How do I split my estate?

by Elite Financial Group | Apr 5, 2021 | Personal Finance

‘My husband is more interested in dipping deep into our savings, and living it up in retirement while we are young enough to enjoy it.’
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