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
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Six overlooked tax deductions to help manage your tax bill.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.