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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.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Medicare Open Enrollment: A Time for Choices

    Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

  • Making It Make Sense: The Roth 5-Year Rule

    Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

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

  • 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.

  • Cost of Retirement

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

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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