The Gold Group - The Standard in Insurance and Financial Services

Newsletters

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.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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.

Cost of Retirement

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Lifetime Earnings

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