The Gold Group - The Standard in Insurance and Financial Services

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Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Savings Accumulation

Estimate the future value of your current savings.
Life Expectancy

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