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Elite Financial Group

This retirement plan feature offers tax-free growth — but only 18% of investors use it

by Elite Financial Group | Aug 24, 2025 | Personal Finance

Most retirement plans offer Roth contributions, but only a fraction of employees opt in, according to a report. Here’s what you could be missing.Read More…

Retirement age ‘should’ be 58, survey respondents say, on average. Here’s what financial advisors recommend

by Elite Financial Group | Aug 23, 2025 | Personal Finance

Americans in a recent survey said they ‘should’ be able to retire at age 58, on average. Here’s what to consider before retiring early.Read More…

Student loan borrowers in default could soon see reduced paychecks. What to know

by Elite Financial Group | Aug 22, 2025 | Personal Finance

Student loan borrowers who’ve fallen behind on their payments could soon see the U.S. Department of Education take a portion of their paychecks.Read More…

Powell hints at potential interest rate cuts. What that means for homeowners hoping to refinance

by Elite Financial Group | Aug 22, 2025 | Personal Finance

Fed Chair Jerome Powell hinted at potential interest rate cuts on Friday. If the slash materializes, experts say the move could be “good news” for mortgages.Read More…

Are you smart enough to invest in private assets? Designing an investor test is tricky, experts say

by Elite Financial Group | Aug 22, 2025 | Personal Finance

Some lawmakers want a knowledge test to be able to invest in private assets — which are less regulated and riskier than public ones.Read More…

How wealthy investors use ETFs to skirt capital gains taxes. The strategy is ‘like magic,’ advisor says

by Elite Financial Group | Aug 21, 2025 | Personal Finance

Wealthy investors avoid capital gains taxes by using a 351 conversion to transfer profitable assets to an ETF. Here’s how the strategy works.Read More…
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