Welcome to McDonald Wealth Management
Welcome, I’m Scott McDonald, a financial consultant in Campbell, CA, Redwood City, CA and West Linn, OR.
We are in the business of helping our clients plan for all their financial challenges by offering and implementing complete financial planning services. We assist in developing suitable financial goals and our team assures the plan is executed and continually revised throughout the changes in one's lifetime. We use a comprehensive approach and work in conjunction with our clients legal and tax professionals in order to work toward our clients goals.
Specialties:
- Financial Planning
- Trust Accounts
- Estate Planning Strategies
- Retirement Planning
- Philanthropic Strategies
Contact me if you are looking for an experienced CERTIFIED FINANCIAL PLANNER™
Scott McDonald, CFP®
McDonald Wealth Management
Phone: 503-347-7991
Email: scott.mcdonald@lpl.com
Helpful Content
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.