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.
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Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Introducing the 530A Accounts
An article explaining 530A Accounts.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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An Arm and a Leg
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.
Rightsizing for Retirement
What does your home really cost?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.