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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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"