WE HAVE MOVED!
Come visit us at our new location:
3021 HIGHWAY 45 BYP, SUITE# 104
JACKSON, TN 38305
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 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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding how capital gains are taxed may help you refine your investment strategies.
Five phases to changing unhealthy behaviors.
To choose a plan, it’s important to ask yourself four key questions.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn how to harness the power of compound interest for your investments.