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
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Saving for College 101
Here's a crash course on saving for college.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.