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Elite Financial Group

Politics is now Americans’ No. 1 money worry, financial planners say

by Elite Financial Group | Dec 4, 2025 | Personal Finance

Heading into 2026, the political environment has become the top concern clients are raising with their advisor, according to a new report by the CFP Board.Read More…

Medicare prescription drug costs may change in 2026 — what beneficiaries need to know

by Elite Financial Group | Dec 3, 2025 | Personal Finance

For retirees who rely on prescription drugs, experts say it’s a good time to evaluate the cost of those treatments for next year.Read More…

Turning to AI for money advice has risks, top-ranked advisor says: ‘It’s ignoring the personal and emotional part of it’

by Elite Financial Group | Dec 3, 2025 | Personal Finance

Americans are turning to artificial intelligence tools for budgeting, investing and tax planning tips. But it’s no substitute for a trusted financial advisor.Read More…

ETFs make it easier to invest in gold — the tax treatment may be the tricky part. Here’s what to know

by Elite Financial Group | Dec 3, 2025 | Personal Finance

There are a few different types of ETFs that let you get some exposure to gold, but gains on the sale of them may be taxed in a way you weren’t expecting.Read More…

$6 billion Dell investment in ‘Trump accounts’ to provide 25 million kids with free money: Here’s how to claim it

by Elite Financial Group | Dec 2, 2025 | Personal Finance

A pledge to seed tax-advantaged “Trump accounts” for kids too old to qualify for the $1,000 baby bonus could benefit some 25 million American children.Read More…

How to maximize the bigger SALT deduction for 2025 under Trump’s ‘big beautiful bill’

by Elite Financial Group | Dec 2, 2025 | Personal Finance

President Donald Trump’s “big beautiful bill” increased the SALT deduction limit to $40,000 for 2025. Here’s how to maximize the tax break.Read More…
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