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Helping You Achieve a Successful Retirement

Welcome to The McDonald Group, Inc., a financial organization located in Jackson, Tennessee. By understanding that individuals face unique challenges as they prepare for retirement, we can help you feel more confident about not outliving your retirement income. We can also help solve the mystery of which Medicare-related insurance program will serve you best during retirement. The McDonald Group helps you plan for a comfortable retirement. We are considered the one stop shop for insurance products and financial services by over 5,000 West Tennessee retirees.

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Helpful Content

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Estate Management Checklist

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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