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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), strive to make it their goal to help people considering retirement pursue their goals. Everyday they strive to help people age 50+ find ways and make all attempts to make their money last. The McDonald Group's goal is to provide 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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Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

Bridging the Gap with a Spousal IRA

Couples might consider a spousal IRA to help keep the retirement savings of both spouses on track.

An Interest in Lending

The basics of bonds including the advantages and risks of U.S. Treasury, municipal, and corporate bonds.

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

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