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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

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

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

View Videos

Newsletters

  • Could Employee Ownership Be Part of Your Succession Plan?

    An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

  • 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.

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • Have You Set a Retirement Savings Goal?

    Completing this simple worksheet can help establish a realistic retirement savings target.

More Newsletters »

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • 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.

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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