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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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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Assess Your Life Insurance Needs

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Long-Term-Care Protection Strategies

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Protecting Those Who Matter Most

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Inflation and Your Portfolio

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