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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Rightsizing for Retirement
What does your home really cost?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.