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
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?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Beware of these traps that could upend your retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What can be learned from the savings rate?
It may help your business be better prepared in the event of the death of a principal or key employee.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are a few things to consider when buying or leasing your next vehicle.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?