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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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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

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

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • 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.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

More Newsletters »

Calculators

  • 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.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • 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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