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Elite Financial Group

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…

Doing these 5 key steps ‘will allow you to move quickly’ for a mortgage refinance, expert says

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

As mortgage rates decline, experts say it’s smart for homeowners with high borrowing costs to prepare for refinancing opportunities. Here’s what to know.Read More…

Trump immigration policy may be shrinking labor force, economists say

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

If a reduction in the immigrant labor force is sustained, it would likely pose problems for the U.S. economy, some economists said.Read More…

Student loan forgiveness remains unavailable under popular repayment plan

by Elite Financial Group | Aug 20, 2025 | Personal Finance

Student loan borrowers enrolled in a popular repayment plan remain blocked from debt forgiveness. Here’s what to know about the delays.Read More…

Here’s what’s keeping home buyers on the sidelines even as mortgage rates hit a 10-month low

by Elite Financial Group | Aug 20, 2025 | Personal Finance

A lot of would-be buyers feel priced out of the housing market. Lower mortgage rates might not help move the needle.Read More…

Trump’s new tax law expands 529 savings plan uses as families gear up for back to school

by Elite Financial Group | Aug 20, 2025 | Personal Finance

There are new ways parents can save for children, but few parents are taking advantage of the special accounts for education saving.Read More…
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