Medicare Related Products
As an independent firm, we work for our clients, not for the insurance companies. By representing most major carriers, we are able to offer a variety of products at the most competitive prices.Learn More
Investments/ Financial Planning
We offer a full range of investment and financial services to help you accomplish your goals and objectives.Learn More
We strive to protect your assets from risk in case of unexpected circumstances by providing adequate insurance protection at affordable prices.Learn More
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.Contact Us
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Earnings season can move markets. What is it and why is it important?
Don't let procrastination keep you from pursuing your financial dreams and goals.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Don’t overlook the need for renter’s insurance if you rent your home.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There’s an alarming difference between perception and reality for current and future retirees.