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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

We have interesting videos for you to watch on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Unpacking the Real Limitations on Unlimited PTO

    The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • Is It Time to Declare Your Financial Independence?

    Here are some ideas to help pursue a life of financial freedom.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Savings Goals

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

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Life Insurance

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

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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