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
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
View all calculators
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.