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
You’ve made investments your whole life. Work with us to help make the most of them.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Reasons to retain your coverage into your retirement years.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How to help determine life insurance needs to provide for your family after you pass away.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
How does your ideal retirement differ from reality, and what can we do to better align the two?