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Why Over 5,000 Clients Put Their Trust In The McDonald Group

The McDonald Group has an established reputation for helping people age fifty and above reduce financial worry from their life. They specialize in working with people concerned about their financial future, whether they are just considering retirement or have already retired.The  McDonald Group, under the direction of Kelly McDonald (ChFC, CLU, CASL, LUTCF), really know what people considering their retirement years need. Everyday they help people aged 50 + find ways to and make all attempts to make their money last.  The McDonald Group has assisted people by protecting their values and by reducing or eliminating taxes on social security income and estate taxes. Most importantly, The McDonald Group provides excellent service! So, if you are considering your financial future, retirement years, or even if you’ve already retired, call The McDonald Group for all your financial and protection needs and questions.


 Need Financial Planning* or Advice About Insurance?

How you manage your finances today will affect how you live tomorrow. Assisted planning will help you with important decisions like


Are you retired, or considering retirement? You may think you cannot save for the future, but with the help of a trusted professional and a sound plan, you can. If you are already retired, let us show you how to enjoy your retirement years.

  Life Insurance

Where are your life insurance needs? Do you have enough? Life insurance is a complicated product that comes in various forms. A trusted professional can help you cut through the clutter and determine the type of policy and the amount of coverage to fit your nee

 Long-Term Care

No one plans for a lengthy illness, but it is likely that many will suffer from one or care for someone who does, and it’s costly. Purchasing a long-term care policy can protect your family’s assets and help ensure that you receive the care you deserve.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

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Turbulent Times in Emerging Markets

Emerging market investments may have the potential for higher average returns over the long term, but there are risks.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

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