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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Knowing the rules may help you decide when to start benefits.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The true cost of raising a child may be far more than you expect.
Here are 4 great, and sometimes unexpected, places to raise a family.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial advisor about changes in your situation.