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 UsHelpful Content
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
View all articles 
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.