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4905 Del Ray Ave. Suite 503 Bethesda, MD 20814

Phone:

  • (301) 656-1942

Fax:

  • (301) 656-5833

E-mail:

  • mgold@thegoldgroup.net
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Videos

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • The Employment Situation: A Closely Watched Report

    Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

  • Test Your Knowledge of Estate Planning

    Taking this quiz may help increase understanding of estate planning.

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • HOT TOPIC: 530A Trump Accounts Officially Open

    A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators »

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC.

Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.

The Gold Group, LLC. is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI) which is an affiliate of Kestra IS and Kestra AS. The Gold Group, LLC is not affiliated with Kestra IS, Kestra AS, or NFPISI.
Investor Disclosures:  https://bit.ly/KF-Disclosures

 

This site is published for residents of the United States only.  Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact our Compliance Department at 512-697-6000.



 

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