How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome, we're Macdonald Financial Services, a financial consulting firm in Loveland, CO. As experienced financial advisors and investment consultants, we understand that individuals face unique challenges when it comes to investment planning in preparation for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized financial planning services focus on your needs, wants, and financial goals and objectives.
Our professionals have over 40 combined years of experience in financial services. A financial advisor can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Rightsizing for Retirement
What does your home really cost?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Taking regular, periodic withdrawals during retirement can be quite problematic.
When to start? Should I continue to work? How can I maximize my benefit?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
How long does a $20 bill last?
It's important to make sure your retirement strategy anticipates health-care expenses.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.