The Gold Group - The Standard in Insurance and Financial Services

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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.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

LTCI Cost of Waiting

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

Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance

How much Disability Income Insurance do you need?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.